Adaptive Financial Consulting LLC Has $53.68 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Adaptive Financial Consulting LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 530,075 shares of the company’s stock after buying an additional 19,699 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 21.9% of Adaptive Financial Consulting LLC’s portfolio, making the stock its biggest position. Adaptive Financial Consulting LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $53,681,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Rockport Wealth LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter worth approximately $462,000. Hilltop Partners LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 94.5% during the first quarter. Hilltop Partners LLC now owns 181,779 shares of the company’s stock worth $17,803,000 after buying an additional 88,313 shares during the last quarter. Atlanta Consulting Group Advisors LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the first quarter valued at $508,000. Arjuna Capital bought a new stake in iShares Core U.S. Aggregate Bond ETF during the first quarter valued at $93,000. Finally, National Bank of Canada FI grew its holdings in iShares Core U.S. Aggregate Bond ETF by 2.3% during the 1st quarter. National Bank of Canada FI now owns 558,613 shares of the company’s stock worth $53,760,000 after acquiring an additional 12,465 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $97.66 on Monday. The stock has a 50-day moving average price of $99.77 and a 200-day moving average price of $98.71. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04.

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.