Beam Wealth Advisors Inc. Has $3.04 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Beam Wealth Advisors Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 97.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 30,588 shares of the company’s stock after purchasing an additional 15,090 shares during the period. Beam Wealth Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,036,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the stock. Brighton Jones LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 238.0% in the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after purchasing an additional 7,030 shares during the period. Revolve Wealth Partners LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after purchasing an additional 3,044 shares during the last quarter. Russell Investments Group Ltd. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at about $111,000. Ieq Capital LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.9% during the 2nd quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock worth $4,700,000 after buying an additional 4,269 shares during the period. Finally, Quantinno Capital Management LP grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.6% during the 2nd quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock worth $1,331,000 after buying an additional 943 shares during the period. 83.63% of the stock is owned by institutional investors.

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

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.04 on Thursday. The business has a fifty day simple moving average of $98.69 and a 200 day simple moving average of $99.49. The stock has a market cap of $137.56 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.51 and a 12 month high of $101.46.

iShares Core U.S. Aggregate Bond ETF 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.