iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 73.1% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 713,093 shares of the company’s stock after buying an additional 301,020 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 0.6% of Concurrent Investment Advisors LLC’s portfolio, making the stock its 23rd largest position. Concurrent Investment Advisors LLC owned about 0.05% of iShares Core U.S. Aggregate Bond ETF worth $70,582,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the business. Verus Wealth Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 1.3% in the first quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock valued at $800,000 after purchasing an additional 106 shares during the period. Childress Capital Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% during the 1st quarter. Childress Capital Advisors LLC now owns 10,646 shares of the company’s stock worth $1,057,000 after purchasing an additional 107 shares during the period. Retirement Planning Group LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% during the 4th quarter. Retirement Planning Group LLC now owns 6,640 shares of the company’s stock worth $663,000 after purchasing an additional 114 shares during the period. Berkeley Capital Partners LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.8% during the 4th quarter. Berkeley Capital Partners LLC now owns 6,354 shares of the company’s stock worth $635,000 after purchasing an additional 115 shares during the last quarter. Finally, Waystone Advisors LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.2% during the 1st quarter. Waystone Advisors LLC now owns 3,719 shares of the company’s stock worth $369,000 after purchasing an additional 116 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

Shares of AGG opened at $96.95 on Friday. The firm has a market cap of $136.81 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $96.72 and a 12-month high of $101.46. The company’s 50-day moving average price is $97.80 and its 200 day moving average price is $98.78.

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.