Waterloo Capital L.P. Acquires 2,633 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Waterloo Capital L.P. grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.2% in the second quarter, HoldingsChannel reports. The firm owned 122,000 shares of the company’s stock after buying an additional 2,633 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.4% of Waterloo Capital L.P.’s investment portfolio, making the stock its 14th largest holding. Waterloo Capital L.P.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,843,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in AGG. WMS Partners LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 0.9% in the first quarter. WMS Partners LLC now owns 96,744 shares of the company’s stock worth $9,475,000 after acquiring an additional 901 shares in the last quarter. Envestnet Asset Management Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.7% in the 4th quarter. Envestnet Asset Management Inc. now owns 40,781,811 shares of the company’s stock worth $4,047,595,000 after acquiring an additional 2,209,020 shares during the last quarter. Quantitative Strategies Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.2% during the 4th quarter. Quantitative Strategies Inc. now owns 2,470 shares of the company’s stock worth $245,000 after purchasing an additional 166 shares during the period. Smith Shellnut Wilson LLC ADV grew its holdings in 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 purchasing an additional 2,152 shares during the last quarter. Finally, Edgehill Endowment Partners LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 28.5% in the 4th quarter. Edgehill Endowment Partners LLC now owns 1,730,374 shares of the company’s stock worth $171,740,000 after purchasing an additional 384,057 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.1 %

AGG opened at $101.88 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a one year low of $91.58 and a one year high of $102.04. The stock’s 50 day moving average price is $99.80 and its 200-day moving average price is $97.88.

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.