Quotient Wealth Partners LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.3% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 2,063,134 shares of the company’s stock after purchasing an additional 46,946 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 6.0% of Quotient Wealth Partners LLC’s investment portfolio, making the stock its 5th largest holding. Quotient Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $204,663,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other hedge funds and other institutional investors have also modified their holdings of the stock. MPS Loria Financial Planners LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the 2nd quarter. MPS Loria Financial Planners LLC now owns 35,718 shares of the company’s stock valued at $3,543,000 after purchasing an additional 451 shares during the period. Aspiriant LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 125.9% in the 2nd quarter. Aspiriant LLC now owns 285,460 shares of the company’s stock valued at $28,318,000 after purchasing an additional 159,084 shares during the period. Arista Wealth Management LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.5% in the 2nd quarter. Arista Wealth Management LLC now owns 38,680 shares of the company’s stock valued at $3,837,000 after purchasing an additional 1,325 shares during the period. Riverbend Wealth Management LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at $317,000. Finally, Tide Cove Capital Partners LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.2% in the 2nd quarter. Tide Cove Capital Partners LLC now owns 145,324 shares of the company’s stock valued at $14,288,000 after purchasing an additional 3,100 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Trading Down 0.1%
Shares of NYSEARCA AGG opened at $100.96 on Friday. iShares Core U.S. Aggregate Bond ETF has a one year low of $95.74 and a one year high of $101.11. The firm has a market capitalization of $133.85 billion, a PE ratio of 124.57 and a beta of 0.12. The business has a 50-day moving average price of $99.93 and a two-hundred day moving average price of $98.75.
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.
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