iShares Core U.S. Aggregate Bond ETF $AGG Stake Increased by JFS Wealth Advisors LLC

JFS Wealth Advisors LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.9% in the second quarter, Holdings Channel reports. The firm owned 741,875 shares of the company’s stock after acquiring an additional 41,247 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 3.7% of JFS Wealth Advisors LLC’s holdings, making the stock its 5th biggest holding. JFS Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $73,431,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of AGG. Brighton Jones LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% during the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock valued at $967,000 after buying an additional 7,030 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 50.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after acquiring an additional 3,044 shares during the last quarter. Russell Investments Group Ltd. purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth approximately $111,000. Ieq Capital LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 9.9% in the 2nd quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock valued at $4,700,000 after acquiring an additional 4,269 shares in the last quarter. Finally, Quantinno Capital Management LP lifted its position in iShares Core U.S. Aggregate Bond ETF by 7.6% in the 2nd quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock valued at $1,331,000 after acquiring an additional 943 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 Trading Up 0.1%

Shares of AGG opened at $97.32 on Wednesday. The business’s fifty day simple moving average is $98.22 and its two-hundred day simple moving average is $99.10. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.12 and a 12 month high of $101.46. The company has a market cap of $137.33 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.