Syon Capital LLC Purchases 40,319 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Syon Capital LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 10.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 434,648 shares of the company’s stock after acquiring an additional 40,319 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.9% of Syon Capital LLC’s investment portfolio, making the stock its 10th biggest holding. Syon Capital LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $43,022,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the company. Clearstead Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 22.2% during the 4th quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock valued at $21,688,000 after purchasing an additional 39,415 shares during the last quarter. Prentice Wealth Management LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.7% in the first 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 last quarter. Moneywise Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $800,000. Stone Wealth Partners bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $5,065,000. Finally, Pure Financial Advisors LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.6% during the 4th quarter. Pure Financial Advisors LLC now owns 272,875 shares of the company’s stock worth $27,255,000 after buying an additional 19,366 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 Stock Performance

Shares of AGG stock opened at $96.95 on Friday. The company has a market capitalization of $136.81 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The company has a 50-day simple moving average of $97.80 and a 200 day simple moving average of $98.78. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.72 and a 52 week high of $101.46.

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.