NewEdge Advisors LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 901,815 shares of the company’s stock after purchasing an additional 46,837 shares during the period. NewEdge Advisors LLC owned about 0.06% of iShares Core U.S. Aggregate Bond ETF worth $89,262,000 at the end of the most recent quarter.
Several other institutional investors also recently added to or reduced their stakes in the stock. Clearstead Advisors LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 22.2% during the 4th quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock worth $21,688,000 after buying an additional 39,415 shares in the last quarter. Prentice Wealth Management LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.7% during the first quarter. Prentice Wealth Management LLC now owns 651,758 shares of the company’s stock valued at $64,700,000 after buying an additional 46,515 shares during the period. Moneywise Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $800,000. Center for Financial Planning Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 3.2% in the fourth quarter. Center for Financial Planning Inc. now owns 1,030,946 shares of the company’s stock worth $102,971,000 after acquiring an additional 31,935 shares during the period. Finally, Stone Wealth Partners purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $5,065,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Price Performance
Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $96.90 on Wednesday. The stock has a market cap of $136.74 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The firm’s 50-day moving average is $97.66 and its two-hundred day moving average is $98.69. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.72 and a 1 year high of $101.46.
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.
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