iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by Belpointe Asset Management LLC

Belpointe Asset Management LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 17.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 54,243 shares of the company’s stock after purchasing an additional 7,996 shares during the quarter. Belpointe Asset Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,381,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. Texas Yale Capital Corp. raised its stake in iShares Core U.S. Aggregate Bond ETF by 1.6% during the first quarter. Texas Yale Capital Corp. now owns 6,496 shares of the company’s stock worth $643,000 after acquiring an additional 103 shares during the period. VAUGHAN & Co SECURITIES INC. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% during the second quarter. VAUGHAN & Co SECURITIES INC. now owns 6,539 shares of the company’s stock valued at $649,000 after purchasing an additional 104 shares during the last quarter. Vestia Personal Wealth Advisors grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% during the second quarter. Vestia Personal Wealth Advisors now owns 2,167 shares of the company’s stock valued at $215,000 after purchasing an additional 107 shares during the last quarter. Tempus Wealth Planning LLC raised its position 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. Finally, Cornerstone Planning Group LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 19.9% in the 1st quarter. Cornerstone Planning Group LLC now owns 686 shares of the company’s stock worth $67,000 after purchasing an additional 114 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG opened at $100.18 on Monday. The firm has a market capitalization of $132.01 billion, a P/E ratio of 124.57 and a beta of 0.12. The business has a 50 day simple moving average of $99.62 and a 200 day simple moving average of $98.61. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $95.74 and a 12-month 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.