iShares Core U.S. Aggregate Bond ETF $AGG is Sharp Financial Services LLC’s 4th Largest Position

Sharp Financial Services LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 16.3% in the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 115,935 shares of the company’s stock after purchasing an additional 16,246 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 7.4% of Sharp Financial Services LLC’s portfolio, making the stock its 4th biggest holding. Sharp Financial Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,501,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently modified their holdings of AGG. Briaud Financial Planning Inc bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at $25,000. MTM Investment Management LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth $37,000. AlphaCore Capital LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth $40,000. Atlas Capital Advisors Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF by 66.7% during the 1st quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock worth $49,000 after buying an additional 200 shares during the last quarter. Finally, Byrne Asset Management LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth $53,000. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $100.43 on Friday. The business’s 50-day simple moving average is $99.76 and its two-hundred day simple moving average is $98.67. The company has a market cap of $132.75 billion, a PE ratio of 124.57 and a beta of 0.12. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $101.02.

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.