Matrix Trust Co Grows Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Matrix Trust Co increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 15.2% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 239,410 shares of the company’s stock after acquiring an additional 31,570 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 4.5% of Matrix Trust Co’s portfolio, making the stock its 8th largest holding. Matrix Trust Co’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $24,245,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of the stock. High Note Wealth LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 426.2% during the third quarter. High Note Wealth LLC now owns 13,214 shares of the company’s stock valued at $1,338,000 after buying an additional 10,703 shares during the last quarter. Enterprise Bank & Trust Co raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.9% during the 3rd quarter. Enterprise Bank & Trust Co now owns 266,183 shares of the company’s stock worth $26,956,000 after acquiring an additional 9,887 shares in the last quarter. Sanibel Captiva Trust Company Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 14.5% during the 3rd quarter. Sanibel Captiva Trust Company Inc. now owns 144,864 shares of the company’s stock valued at $14,670,000 after acquiring an additional 18,320 shares during the last quarter. Marcum Wealth LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.9% during the 3rd quarter. Marcum Wealth LLC now owns 165,605 shares of the company’s stock valued at $16,771,000 after acquiring an additional 7,756 shares during the last quarter. Finally, CWM LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 20.0% in the third quarter. CWM LLC now owns 631,046 shares of the company’s stock valued at $63,906,000 after purchasing an additional 105,388 shares in the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock traded down $0.10 during mid-day trading on Thursday, reaching $99.43. 1,309,279 shares of the company’s stock traded hands, compared to its average volume of 7,961,503. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $91.58 and a 12-month high of $102.04. The stock has a 50 day moving average of $100.66 and a two-hundred day moving average of $98.25.

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.