Strive Financial Group LLC Has $4.01 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Strive Financial Group LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 19.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 40,500 shares of the company’s stock after purchasing an additional 6,684 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 1.7% of Strive Financial Group LLC’s portfolio, making the stock its 14th biggest position. Strive Financial Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,009,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also modified their holdings of the company. Clearstead Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 22.2% in the fourth quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock worth $21,688,000 after purchasing an additional 39,415 shares during the period. Prentice Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 7.7% during the 1st quarter. Prentice Wealth Management LLC now owns 651,758 shares of the company’s stock valued at $64,700,000 after purchasing an additional 46,515 shares during the period. Stone Wealth Partners acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $5,065,000. Moneywise Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $800,000. Finally, Pure Financial Advisors LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.6% in the 4th quarter. Pure Financial Advisors LLC now owns 272,875 shares of the company’s stock valued at $27,255,000 after purchasing an additional 19,366 shares during the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $96.95 on Friday. iShares Core U.S. Aggregate Bond ETF has a one year low of $96.72 and a one year high of $101.46. The company has a 50 day moving average of $97.80 and a 200-day moving average of $98.78. The stock has a market cap of $136.81 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

iShares Core U.S. Aggregate Bond ETF 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.