iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Bennett Associates Wealth Management

Bennett Associates Wealth Management lowered its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.8% in the second quarter, Holdings Channel reports. The institutional investor owned 31,514 shares of the company’s stock after selling 261 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 2.4% of Bennett Associates Wealth Management’s holdings, making the stock its 12th biggest holding. Bennett Associates Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,126,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. SteelPeak Wealth LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.9% during the second quarter. SteelPeak Wealth LLC now owns 4,208 shares of the company’s stock worth $417,000 after acquiring an additional 198 shares during the period. Prime Capital Investment Advisors LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 52.4% in the 2nd quarter. Prime Capital Investment Advisors LLC now owns 3,199,109 shares of the company’s stock valued at $317,352,000 after purchasing an additional 1,100,401 shares in the last quarter. Red Tortoise LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 5.6% during the 2nd quarter. Red Tortoise LLC now owns 10,861 shares of the company’s stock worth $1,077,000 after purchasing an additional 580 shares during the period. Belpointe Asset Management LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 17.3% during the 2nd quarter. Belpointe Asset Management LLC now owns 54,243 shares of the company’s stock worth $5,381,000 after purchasing an additional 7,996 shares during the period. Finally, Aquire Wealth Advisors LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 22.5% during the 2nd quarter. Aquire Wealth Advisors LLC now owns 150,944 shares of the company’s stock worth $14,974,000 after buying an additional 27,709 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $99.96 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $101.02. The stock has a market capitalization of $131.91 billion, a P/E ratio of 124.57 and a beta of 0.12. The business has a 50 day simple moving average of $99.65 and a 200-day simple moving average of $98.62.

iShares Core U.S. Aggregate Bond ETF Company 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.