Alpha Financial Partners LLC Increases Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Alpha Financial Partners LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.9% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 163,050 shares of the company’s stock after acquiring an additional 1,417 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 11.7% of Alpha Financial Partners LLC’s portfolio, making the stock its 2nd biggest position. Alpha Financial Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $16,175,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Texas Yale Capital Corp. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% in the 1st quarter. Texas Yale Capital Corp. now owns 6,496 shares of the company’s stock worth $643,000 after purchasing an additional 103 shares in the last quarter. VAUGHAN & Co SECURITIES INC. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% in the 2nd quarter. VAUGHAN & Co SECURITIES INC. now owns 6,539 shares of the company’s stock worth $649,000 after purchasing an additional 104 shares in the last quarter. Vestia Personal Wealth Advisors boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% in the 2nd quarter. Vestia Personal Wealth Advisors now owns 2,167 shares of the company’s stock worth $215,000 after purchasing an additional 107 shares in the last quarter. Tempus Wealth Planning LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.0% in the 1st quarter. Tempus Wealth Planning LLC now owns 3,830 shares of the company’s stock worth $379,000 after purchasing an additional 110 shares in the last quarter. Finally, Cornerstone Planning Group LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 19.9% in the 1st quarter. Cornerstone Planning Group LLC now owns 686 shares of the company’s stock worth $67,000 after purchasing an additional 114 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $100.43 on Friday. The stock 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 1-year low of $95.74 and a 1-year high of $101.02. The business has a fifty day moving average price of $99.76 and a 200-day moving average price 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.