Carmel Capital Partners LLC Has $546,000 Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Carmel Capital Partners LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 114.7% in the third quarter, according to its most recent filing with the SEC. The firm owned 5,392 shares of the company’s stock after purchasing an additional 2,881 shares during the quarter. Carmel Capital Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $546,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the company. Oliver Lagore Vanvalin Investment Group grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% during the 2nd quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock worth $25,000 after buying an additional 158 shares during the period. Lynx Investment Advisory acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $28,000. ST Germain D J Co. Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after buying an additional 255 shares during the period. Wagner Wealth Management LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after buying an additional 305 shares during the period. Finally, LRI Investments LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at $33,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $98.50 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $93.53 and a 12-month high of $102.04. The company has a fifty day simple moving average of $100.06 and a 200 day simple moving average of $98.58.

iShares Core U.S. Aggregate Bond ETF 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.