Beacon Financial Advisory LLC Acquires 2,263 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Beacon Financial Advisory LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 45.5% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,235 shares of the company’s stock after acquiring an additional 2,263 shares during the period. Beacon Financial Advisory LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $718,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of AGG. Briaud Financial Planning Inc bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth approximately $25,000. MTM Investment Management LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth approximately $37,000. AlphaCore Capital LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth approximately $40,000. Godsey & Gibb Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth approximately $46,000. Finally, Atlas Capital Advisors Inc. grew 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 worth $49,000 after acquiring an additional 200 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $100.18 on Friday. The stock’s fifty day moving average price is $99.62 and its two-hundred day moving average price is $98.62. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week high of $101.02. The company has a market cap of $132.01 billion, a price-to-earnings 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.