5T Wealth LLC Buys 15,778 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

5T Wealth LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 71.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 37,784 shares of the company’s stock after purchasing an additional 15,778 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.8% of 5T Wealth LLC’s portfolio, making the stock its 15th biggest holding. 5T Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,748,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the stock. Harel Insurance Investments & Financial Services Ltd. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.3% in the second quarter. Harel Insurance Investments & Financial Services Ltd. now owns 2,233 shares of the company’s stock worth $222,000 after purchasing an additional 190 shares during the last quarter. Welch & Forbes LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.4% in the second quarter. Welch & Forbes LLC now owns 15,178 shares of the company’s stock worth $1,506,000 after purchasing an additional 917 shares during the last quarter. Strategic Financial Concepts LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 49.0% during the second quarter. Strategic Financial Concepts LLC now owns 63,572 shares of the company’s stock valued at $6,306,000 after acquiring an additional 20,910 shares during the last quarter. Atlas Private Wealth Advisors grew its position in iShares Core U.S. Aggregate Bond ETF by 15.5% during the second quarter. Atlas Private Wealth Advisors now owns 129,565 shares of the company’s stock valued at $12,854,000 after acquiring an additional 17,409 shares during the last quarter. Finally, Aviance Capital Partners LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 9.8% during the second quarter. Aviance Capital Partners LLC now owns 21,204 shares of the company’s stock valued at $2,103,000 after acquiring an additional 1,900 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $100.54 on Friday. iShares Core U.S. Aggregate Bond ETF has a one year low of $95.74 and a one year high of $101.35. The firm’s 50 day simple moving average is $100.32 and its two-hundred day simple moving average is $98.96. The stock has a market capitalization of $135.30 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.