RFG Advisory LLC Boosts Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

RFG Advisory LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 271.7% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 80,637 shares of the company’s stock after purchasing an additional 58,944 shares during the quarter. RFG Advisory LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,999,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Briaud Financial Planning Inc bought a new stake in iShares Core U.S. Aggregate Bond ETF in the first quarter worth $25,000. MTM Investment Management LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the first quarter worth $37,000. AlphaCore Capital LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the first quarter worth $40,000. Atlas Capital Advisors Inc. lifted its position in 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 buying an additional 200 shares during the last quarter. Finally, MJT & Associates Financial Advisory Group Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF in the first quarter worth $56,000. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.2%

Shares of AGG opened at $100.62 on Tuesday. The company has a market cap of $133.00 billion, a PE ratio of 124.57 and a beta of 0.12. The business has a fifty day moving average of $99.79 and a 200 day moving average of $98.69. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week high of $101.02.

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.