iShares Core U.S. Aggregate Bond ETF $AGG Shares Bought by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 73.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 713,093 shares of the company’s stock after buying an additional 301,020 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 0.6% of Concurrent Investment Advisors LLC’s holdings, making the stock its 23rd largest holding. Concurrent Investment Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $70,582,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Clearstead Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 22.2% during the 4th quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock worth $21,688,000 after buying an additional 39,415 shares in the last quarter. Prentice Wealth Management LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.7% in the first quarter. Prentice Wealth Management LLC now owns 651,758 shares of the company’s stock worth $64,700,000 after acquiring an additional 46,515 shares in the last quarter. Moneywise Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $800,000. Stone Wealth Partners purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $5,065,000. Finally, Pure Financial Advisors LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.6% during the fourth quarter. Pure Financial Advisors LLC now owns 272,875 shares of the company’s stock worth $27,255,000 after acquiring an additional 19,366 shares during the period. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

Shares of NYSEARCA AGG opened at $96.95 on Friday. The stock has a market cap of $136.81 billion, a P/E ratio of 124.57 and a beta of 0.25. The business’s fifty day simple moving average is $97.80 and its 200-day simple moving average is $98.78. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $96.72 and a 12-month high of $101.46.

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.