iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Bennett Associates Wealth Management

Bennett Associates Wealth Management cut its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.8% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 31,514 shares of the company’s stock after selling 261 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 2.4% of Bennett Associates Wealth Management’s investment portfolio, making the stock its 12th biggest holding. Bennett Associates Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,126,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Jones Financial Companies Lllp raised its position in iShares Core U.S. Aggregate Bond ETF by 7.5% in the 1st quarter. Jones Financial Companies Lllp now owns 138,625,924 shares of the company’s stock valued at $13,686,743,000 after purchasing an additional 9,678,339 shares during the last quarter. RWA Wealth Partners LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 8,534.9% during the 1st quarter. RWA Wealth Partners LLC now owns 4,916,363 shares of the company’s stock worth $486,327,000 after purchasing an additional 4,859,427 shares during the last quarter. Raymond James Financial Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 4.4% in the first quarter. Raymond James Financial Inc. now owns 81,294,683 shares of the company’s stock valued at $8,041,669,000 after purchasing an additional 3,421,606 shares during the period. Goldman Sachs Group Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 13.9% in the first quarter. Goldman Sachs Group Inc. now owns 21,095,135 shares of the company’s stock valued at $2,086,731,000 after buying an additional 2,567,446 shares during the last quarter. Finally, Northern Trust Corp raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 14.4% in the first quarter. Northern Trust Corp now owns 16,884,474 shares of the company’s stock valued at $1,670,212,000 after buying an additional 2,120,169 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

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

NYSEARCA AGG opened at $99.96 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week high of $101.02. The business’s 50-day moving average price is $99.65 and its 200 day moving average price is $98.62. The firm has a market cap of $131.91 billion, a P/E ratio of 124.57 and a beta of 0.12.

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.