Capital Asset Advisory Services LLC Has $148.98 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Capital Asset Advisory Services LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.1% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,540,974 shares of the company’s stock after purchasing an additional 88,960 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 8.5% of Capital Asset Advisory Services LLC’s portfolio, making the stock its 2nd biggest holding. Capital Asset Advisory Services LLC owned approximately 0.14% of iShares Core U.S. Aggregate Bond ETF worth $148,981,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Truist Financial Corp raised its holdings in 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 valued at $633,471,000 after acquiring an additional 840,304 shares in the last quarter. Cherry Tree Wealth Management LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 26.4% in the 4th quarter. Cherry Tree Wealth Management LLC now owns 32,582 shares of the company’s stock valued at $3,234,000 after acquiring an additional 6,799 shares in the last quarter. Consolidated Planning Corp acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $225,000. JMG Financial Group Ltd. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 1.8% in the 4th quarter. JMG Financial Group Ltd. now owns 14,374 shares of the company’s stock valued at $1,427,000 after acquiring an additional 258 shares in the last quarter. Finally, Kozak & Associates Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $35,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock traded down $0.45 during trading on Friday, reaching $97.10. 12,781,492 shares of the company’s stock were exchanged, compared to its average volume of 8,295,871. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $91.58 and a 1-year high of $99.70. The firm’s 50-day moving average price is $96.59 and its 200 day moving average price is $97.38.

About iShares Core U.S. Aggregate Bond ETF

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.