Endowment Wealth Management Inc. Grows Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Endowment Wealth Management Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.7% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 2,868 shares of the company’s stock after purchasing an additional 253 shares during the period. Endowment Wealth Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $284,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Texas Yale Capital Corp. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% during the 1st quarter. Texas Yale Capital Corp. now owns 6,496 shares of the company’s stock valued at $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% during the 2nd quarter. VAUGHAN & Co SECURITIES INC. now owns 6,539 shares of the company’s stock valued at $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% during the 2nd quarter. Vestia Personal Wealth Advisors now owns 2,167 shares of the company’s stock valued at $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% during the 1st quarter. Tempus Wealth Planning LLC now owns 3,830 shares of the company’s stock valued at $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% during the 1st quarter. Cornerstone Planning Group LLC now owns 686 shares of the company’s stock valued at $67,000 after purchasing an additional 114 shares in the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

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

NYSEARCA:AGG opened at $100.43 on Monday. 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 50-day moving average of $99.76 and a 200-day moving average of $98.68. The firm has a market cap 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 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.