iShares Core U.S. Aggregate Bond ETF $AGG Shares Bought by Charles Schwab Trust Co

Charles Schwab Trust Co grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.2% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 672,520 shares of the company’s stock after purchasing an additional 1,399 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 5.0% of Charles Schwab Trust Co’s holdings, making the stock its 6th biggest holding. Charles Schwab Trust Co owned about 0.05% of iShares Core U.S. Aggregate Bond ETF worth $66,714,000 as of its most recent filing with the SEC.

Several other large investors also recently made changes to their positions in the stock. Briaud Financial Planning Inc acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter valued at about $25,000. MTM Investment Management LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the 1st quarter worth about $37,000. AlphaCore Capital LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at $40,000. Godsey & Gibb Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter valued at approximately $46,000. Finally, Atlas Capital Advisors Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 66.7% in the first quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock worth $49,000 after purchasing an additional 200 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

NYSEARCA:AGG opened at $100.07 on Friday. The company has a market capitalization of $129.84 billion, a P/E ratio of 124.57 and a beta of 0.12. The business’s 50-day moving average is $99.44 and its 200 day moving average is $98.56. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $101.56.

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.