Legacy Financial Strategies LLC Raises Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Legacy Financial Strategies LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.5% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 399,164 shares of the company’s stock after acquiring an additional 2,030 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 7.8% of Legacy Financial Strategies LLC’s investment portfolio, making the stock its 3rd largest position. Legacy Financial Strategies LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $39,597,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in the stock. Texas Yale Capital Corp. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% in the 1st quarter. Texas Yale Capital Corp. now owns 6,496 shares of the company’s stock valued at $643,000 after acquiring an additional 103 shares in the last quarter. Tempus Wealth Planning LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 3.0% in the 1st quarter. Tempus Wealth Planning LLC now owns 3,830 shares of the company’s stock worth $379,000 after buying an additional 110 shares during the period. Cornerstone Planning Group LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 19.9% during the first quarter. Cornerstone Planning Group LLC now owns 686 shares of the company’s stock worth $67,000 after buying an additional 114 shares during the last quarter. Retirement Wealth Solutions LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% during the first quarter. Retirement Wealth Solutions LLC now owns 21,591 shares of the company’s stock worth $2,136,000 after buying an additional 116 shares during the last quarter. Finally, Howland Capital Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the first quarter. Howland Capital Management LLC now owns 13,949 shares of the company’s stock worth $1,380,000 after buying an additional 116 shares during the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.3%

Shares of AGG stock opened at $100.29 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $101.65. The firm has a market cap of $130.13 billion, a PE ratio of 124.57 and a beta of 0.12. The stock has a 50 day moving average of $99.17 and a 200-day moving average of $98.49.

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.