iShares Core U.S. Aggregate Bond ETF $AGG Stock Holdings Boosted by EverSource Wealth Advisors LLC

EverSource Wealth Advisors LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 105.9% during the 2nd quarter, according to the company in its most recent filing with the SEC. The firm owned 23,962 shares of the company’s stock after purchasing an additional 12,326 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,377,000 as of its most recent filing with the SEC.

Several other institutional investors have also modified their holdings of the company. Angeles Investment Advisors LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter worth about $26,000. AlphaCore Capital LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter worth approximately $40,000. Atlas Capital Advisors Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 66.7% in the 1st quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock worth $49,000 after purchasing an additional 200 shares in the last quarter. IMA Advisory Services Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth approximately $60,000. Finally, Activest Wealth Management lifted its stake in iShares Core U.S. Aggregate Bond ETF by 252.6% during the second quarter. Activest Wealth Management now owns 617 shares of the company’s stock valued at $61,000 after purchasing an additional 442 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $100.14 on Friday. The firm has a market cap of $134.76 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $101.35. The firm’s 50 day moving average price is $100.48 and its two-hundred day moving average price is $99.35.

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.