iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Summit Trail Advisors LLC’s 4th Largest Position

Summit Trail Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,738,964 shares of the company’s stock after buying an additional 1,550 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 4.4% of Summit Trail Advisors LLC’s portfolio, making the stock its 4th biggest holding. Summit Trail Advisors LLC owned 0.15% of iShares Core U.S. Aggregate Bond ETF worth $168,801,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of AGG. WMS Partners LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% during the 1st quarter. WMS Partners LLC now owns 96,744 shares of the company’s stock worth $9,475,000 after purchasing an additional 901 shares in the last quarter. Envestnet Asset Management Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 5.7% during the fourth quarter. Envestnet Asset Management Inc. now owns 40,781,811 shares of the company’s stock worth $4,047,595,000 after buying an additional 2,209,020 shares in the last quarter. Quantitative Strategies Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 7.2% during the fourth quarter. Quantitative Strategies Inc. now owns 2,470 shares of the company’s stock worth $245,000 after buying an additional 166 shares during the period. Waterloo Capital L.P. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 53.8% in the fourth quarter. Waterloo Capital L.P. now owns 93,649 shares of the company’s stock valued at $9,295,000 after buying an additional 32,773 shares in the last quarter. Finally, Smith Shellnut Wilson LLC ADV lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.8% during the 4th quarter. Smith Shellnut Wilson LLC ADV now owns 58,830 shares of the company’s stock valued at $5,839,000 after acquiring an additional 2,152 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG opened at $101.49 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $91.58 and a 1-year high of $102.04. The stock’s 50 day simple moving average is $100.01 and its 200 day simple moving average is $97.96.

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.