iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Holdings Lifted by Steele Capital Management Inc.

Steele Capital Management Inc. increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 780,702 shares of the company’s stock after buying an additional 53,005 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 4.4% of Steele Capital Management Inc.’s investment portfolio, making the stock its 5th biggest position. Steele Capital Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $76,462,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Truist Financial Corp raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 15.2% in the 4th quarter. Truist Financial Corp now owns 6,382,581 shares of the company’s stock worth $633,471,000 after buying an additional 840,304 shares during the period. Cherry Tree Wealth Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 26.4% in the fourth quarter. Cherry Tree Wealth Management LLC now owns 32,582 shares of the company’s stock valued at $3,234,000 after purchasing an additional 6,799 shares during the period. Consolidated Planning Corp purchased a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $225,000. JMG Financial Group Ltd. raised its position in iShares Core U.S. Aggregate Bond ETF by 1.8% in the fourth quarter. JMG Financial Group Ltd. now owns 14,374 shares of the company’s stock valued at $1,427,000 after purchasing an additional 258 shares during the period. Finally, Kozak & Associates Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $35,000. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.5 %

NYSEARCA:AGG traded down $0.52 during mid-day trading on Monday, hitting $96.25. The company had a trading volume of 12,236,470 shares, compared to its average volume of 8,327,414. The business has a fifty day simple moving average of $96.67 and a 200-day simple moving average of $97.37. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $91.58 and a 1 year high of $99.70.

iShares Core U.S. Aggregate Bond ETF Company Profile

IShares are index funds that are bought and sold like common stocks on national securities exchanges as well as certain foreign exchanges. iShares are attractive because of their relatively low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account.