iShares Core U.S. Aggregate Bond ETF $AGG Stock Position Lifted by GoalFusion Wealth Management LLC

GoalFusion Wealth Management LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.0% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 560,186 shares of the company’s stock after acquiring an additional 36,509 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 22.4% of GoalFusion Wealth Management LLC’s holdings, making the stock its 2nd biggest position. GoalFusion Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $55,447,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Raymond James Financial Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.0% during the 4th quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock valued at $8,465,912,000 after purchasing an additional 5,514,115 shares during the period. Bank of America Corp DE lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 29.6% during the 1st 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 in the last quarter. US Bancorp DE boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.2% in the 4th quarter. US Bancorp DE now owns 42,844,111 shares of the company’s stock worth $4,279,296,000 after buying an additional 489,837 shares during the period. Mercer Global Advisors Inc. ADV boosted 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 worth $3,621,605,000 after buying an additional 3,032,433 shares during the period. Finally, Morgan Stanley increased its stake in iShares Core U.S. Aggregate Bond ETF by 4.0% in the 4th quarter. Morgan Stanley now owns 32,483,415 shares of the company’s stock worth $3,244,444,000 after buying an additional 1,245,217 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%

NYSEARCA:AGG opened at $97.32 on Wednesday. The business’s 50-day simple moving average is $98.22 and its two-hundred day simple moving average is $99.10. The stock has a market cap of $137.33 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.12 and a 52 week 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.