Vestwell Advisors LLC Acquires New Shares in iShares Core U.S. Aggregate Bond ETF $AGG

Vestwell Advisors LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 356,572 shares of the company’s stock, valued at approximately $35,372,000. iShares Core U.S. Aggregate Bond ETF accounts for about 14.7% of Vestwell Advisors LLC’s portfolio, making the stock its 3rd biggest holding.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. VAUGHAN & Co SECURITIES INC. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 1.6% during the 2nd quarter. VAUGHAN & Co SECURITIES INC. now owns 6,539 shares of the company’s stock worth $649,000 after purchasing an additional 104 shares during the last quarter. Fiera Capital Corp lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.1% in the second quarter. Fiera Capital Corp now owns 9,815 shares of the company’s stock worth $974,000 after purchasing an additional 105 shares in the last quarter. Vestia Personal Wealth Advisors boosted its position in 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. Woodside Wealth Management LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% during the 2nd quarter. Woodside Wealth Management LLC now owns 6,137 shares of the company’s stock worth $609,000 after purchasing an additional 125 shares during the last quarter. Finally, Goelzer Investment Management Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 4.0% during the second quarter. Goelzer Investment Management Inc. now owns 3,378 shares of the company’s stock worth $335,000 after purchasing an additional 129 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $99.81 on Monday. The stock’s fifty day moving average price is $100.44 and its two-hundred day moving average price is $99.49. 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 has a market cap of $134.31 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.