Global Retirement Partners LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 383,088 shares of the company’s stock, valued at approximately $38,002,000. iShares Core U.S. Aggregate Bond ETF comprises about 0.9% of Global Retirement Partners LLC’s investment portfolio, making the stock its 13th biggest position.
Several other large investors also recently made changes to their positions in AGG. Aspect Partners LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.5% during the 2nd quarter. Aspect Partners LLC now owns 43,231 shares of the company’s stock worth $4,289,000 after acquiring an additional 3,405 shares during the last quarter. Alpha Financial Advisors LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 12.3% during the 2nd quarter. Alpha Financial Advisors LLC now owns 13,734 shares of the company’s stock worth $1,362,000 after buying an additional 1,500 shares during the period. Linscomb Wealth Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF by 0.4% in the 1st quarter. Linscomb Wealth Inc. now owns 64,000 shares of the company’s stock valued at $6,331,000 after buying an additional 244 shares during the last quarter. Catalyst Capital Advisors LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 3.9% in the 2nd quarter. Catalyst Capital Advisors LLC now owns 130,085 shares of the company’s stock valued at $12,904,000 after acquiring an additional 4,916 shares during the period. Finally, 1ST Source Bank lifted its position in iShares Core U.S. Aggregate Bond ETF by 1.3% during the second quarter. 1ST Source Bank now owns 49,751 shares of the company’s stock worth $4,935,000 after acquiring an additional 616 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Trading Up 0.2%
Shares of NYSEARCA AGG opened at $100.44 on Monday. The firm has a market cap of $135.16 billion, a P/E ratio of 124.57 and a beta of 0.25. The business’s 50 day moving average is $100.44 and its 200-day moving average is $99.18. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $95.74 and a 1-year high of $101.35.
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.
See Also
- Five stocks we like better than iShares Core U.S. Aggregate Bond ETF
- EV Stocks and How to Profit from Them
- DoorDash’s Recent Stock Dip Equals 60% Upside
- Quiet Period Expirations Explained
- Wall Street Loves Williams-Sonoma Right Now—Here’s Why the Stock Could Soar in 2026
- How to trade using analyst ratings
- Meta Wins FTC Fight, Keeps Instagram Growth Machine Intact
Want to see what other hedge funds are holding AGG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report).
Receive News & Ratings for iShares Core U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.
