iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by Beacon Investment Advisory Services Inc.

Beacon Investment Advisory Services Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.1% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 388,721 shares of the company’s stock after acquiring an additional 18,742 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.4% of Beacon Investment Advisory Services Inc.’s investment portfolio, making the stock its 21st biggest holding. Beacon Investment Advisory Services Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $38,476,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Bank of America Corp DE lifted its stake in iShares Core U.S. Aggregate Bond ETF by 29.6% in the first quarter. Bank of America Corp DE now owns 69,660,482 shares of the company’s stock valued at $6,915,196,000 after buying an additional 15,923,080 shares during the last quarter. Raymond James Financial Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 7.0% during the fourth quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock worth $8,465,912,000 after purchasing an additional 5,514,115 shares in the last quarter. Northern Trust Corp increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 25.1% during the 4th quarter. Northern Trust Corp now owns 20,705,925 shares of the company’s stock worth $2,068,108,000 after purchasing an additional 4,148,106 shares in the last quarter. Mercer Global Advisors Inc. ADV lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 9.1% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 36,259,568 shares of the company’s stock valued at $3,621,605,000 after purchasing an additional 3,032,433 shares in the last quarter. Finally, Valpey Financial Services LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 9,942.1% in the fourth quarter. Valpey Financial Services LLC now owns 2,872,830 shares of the company’s stock valued at $286,938,000 after purchasing an additional 2,844,222 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

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

NYSEARCA:AGG opened at $97.60 on Friday. The company has a market cap of $137.72 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.12 and a fifty-two week high of $101.46. The firm’s 50 day moving average is $98.28 and its two-hundred day moving average is $99.14.

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.