JFS Wealth Advisors LLC Has $59.02 Million Position in iShares Core U.S. Aggregate Bond ETF $AGG

JFS Wealth Advisors LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.5% in the second quarter, according to its most recent filing with the SEC. The fund owned 594,977 shares of the company’s stock after acquiring an additional 8,605 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 3.8% of JFS Wealth Advisors LLC’s investment portfolio, making the stock its 6th biggest position. JFS Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $59,022,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the company. Briaud Financial Planning Inc acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter worth $25,000. MTM Investment Management LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the first quarter valued at $37,000. AlphaCore Capital LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the first quarter valued at $40,000. Atlas Capital Advisors Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 66.7% in the first quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock valued at $49,000 after purchasing an additional 200 shares during the period. Finally, Byrne Asset Management LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the first quarter valued at $53,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.4%

NYSEARCA AGG opened at $100.43 on Friday. The company has a market capitalization of $132.75 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $95.74 and a twelve month high of $101.02. The stock has a fifty day simple moving average of $99.76 and a 200 day simple moving average of $98.67.

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.