Strategic Financial Concepts LLC Buys 20,910 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Strategic Financial Concepts LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 49.0% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 63,572 shares of the company’s stock after buying an additional 20,910 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 0.9% of Strategic Financial Concepts LLC’s portfolio, making the stock its 23rd biggest position. Strategic Financial Concepts LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,306,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also modified their holdings of the company. Linscomb Wealth Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 0.4% during the 1st quarter. Linscomb Wealth Inc. now owns 64,000 shares of the company’s stock worth $6,331,000 after purchasing an additional 244 shares in the last quarter. Catalyst Capital Advisors LLC lifted its stake 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 in the last quarter. Simon Quick Advisors LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 3.1% in the 2nd quarter. Simon Quick Advisors LLC now owns 12,228 shares of the company’s stock valued at $1,213,000 after acquiring an additional 372 shares in the last quarter. Charter Capital Management LLC DE bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at approximately $3,459,000. Finally, Interactive Financial Advisors Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 0.8% in the 1st quarter. Interactive Financial Advisors Inc. now owns 144,383 shares of the company’s stock valued at $14,282,000 after acquiring an additional 1,170 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $100.54 on Friday. The stock has a market capitalization of $135.30 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The stock’s 50 day moving average price is $100.32 and its two-hundred day moving average price is $98.96. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $95.74 and a 52 week 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.