Blue Trust Inc. Has $218.09 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Blue Trust Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,250,666 shares of the company’s stock after purchasing an additional 91,287 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 2.8% of Blue Trust Inc.’s holdings, making the stock its 14th biggest holding. Blue Trust Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $218,090,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in the business. Kozak & Associates Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $26,000. ST Germain D J Co. Inc. increased its stake in 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 purchasing an additional 255 shares in the last quarter. Newbridge Financial Services Group Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $33,000. Stonebridge Financial Group LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $43,000. Finally, Bank of New Hampshire increased its stake in iShares Core U.S. Aggregate Bond ETF by 71.7% during the 4th quarter. Bank of New Hampshire now owns 455 shares of the company’s stock worth $44,000 after purchasing an additional 190 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $97.70 on Friday. The business has a 50 day simple moving average of $97.21 and a 200 day simple moving average of $98.82. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04.

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.