iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by Acorn Financial Advisory Services Inc. ADV

Acorn Financial Advisory Services Inc. ADV boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.7% in the second quarter, HoldingsChannel.com reports. The firm owned 391,858 shares of the company’s stock after buying an additional 10,135 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 6.4% of Acorn Financial Advisory Services Inc. ADV’s investment portfolio, making the stock its 3rd largest holding. Acorn Financial Advisory Services Inc. ADV’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $38,872,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Briaud Financial Planning Inc acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the first quarter valued at about $25,000. MTM Investment Management LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at approximately $37,000. AlphaCore Capital LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at approximately $40,000. Atlas Capital Advisors Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 66.7% during the 1st 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, MJT & Associates Financial Advisory Group Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at approximately $56,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

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

AGG opened at $100.62 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $95.74 and a twelve month high of $101.02. The company has a fifty day moving average of $99.79 and a 200-day moving average of $98.69. The stock has a market cap of $133.00 billion, a PE ratio of 124.57 and a beta of 0.12.

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.