Richard W. Paul & Associates LLC Purchases 2,761 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Richard W. Paul & Associates LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 123,041 shares of the company’s stock after acquiring an additional 2,761 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 4.4% of Richard W. Paul & Associates LLC’s portfolio, making the stock its 3rd biggest position. Richard W. Paul & Associates LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,206,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Brighton Jones LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 238.0% during the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after buying an additional 7,030 shares during the period. Revolve Wealth Partners LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 50.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after purchasing an additional 3,044 shares during the period. Burney Co. boosted its position in iShares Core U.S. Aggregate Bond ETF by 20.9% during the 1st quarter. Burney Co. now owns 6,837 shares of the company’s stock worth $676,000 after purchasing an additional 1,183 shares during the period. Pinnacle Associates Ltd. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 19.4% in the 1st quarter. Pinnacle Associates Ltd. now owns 23,074 shares of the company’s stock valued at $2,282,000 after purchasing an additional 3,754 shares in the last quarter. Finally, Brookwood Investment Group LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the first quarter valued at about $260,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $100.44 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $95.74 and a 1-year high of $101.35. The business has a 50-day moving average of $100.44 and a 200-day moving average of $99.17. The company has a market capitalization of $135.16 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.