Clearstead Trust LLC Boosts Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Clearstead Trust LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 209.8% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 3,950 shares of the company’s stock after purchasing an additional 2,675 shares during the period. Clearstead Trust LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $392,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the stock. Texas Yale Capital Corp. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% in the first quarter. Texas Yale Capital Corp. now owns 6,496 shares of the company’s stock worth $643,000 after buying an additional 103 shares during the last quarter. VAUGHAN & Co SECURITIES INC. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.6% in the second quarter. VAUGHAN & Co SECURITIES INC. now owns 6,539 shares of the company’s stock valued at $649,000 after acquiring an additional 104 shares during the period. Fiera Capital Corp boosted its position in iShares Core U.S. Aggregate Bond ETF by 1.1% in the 2nd quarter. Fiera Capital Corp now owns 9,815 shares of the company’s stock worth $974,000 after purchasing an additional 105 shares in the last quarter. Vestia Personal Wealth Advisors boosted its position in iShares Core U.S. Aggregate Bond ETF by 5.2% in the 2nd quarter. Vestia Personal Wealth Advisors now owns 2,167 shares of the company’s stock worth $215,000 after purchasing an additional 107 shares in the last quarter. Finally, Tempus Wealth Planning LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 3.0% during the 1st quarter. Tempus Wealth Planning LLC now owns 3,830 shares of the company’s stock worth $379,000 after purchasing an additional 110 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG opened at $100.12 on Friday. The company has a 50 day moving average price of $100.47 and a 200-day moving average price of $99.10. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $95.74 and a 1-year high of $101.35. The firm has a market cap of $134.73 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.