Beacon Financial Advisory LLC Acquires 1,195 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Beacon Financial Advisory LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 34.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,626 shares of the company’s stock after acquiring an additional 1,195 shares during the period. Beacon Financial Advisory LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $468,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of AGG. Raymond James & Associates lifted its stake in iShares Core U.S. Aggregate Bond ETF by 3.5% in the 3rd quarter. Raymond James & Associates now owns 71,065,150 shares of the company’s stock valued at $7,196,768,000 after purchasing an additional 2,376,267 shares during the last quarter. Envestnet Asset Management Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 11.8% during the 2nd quarter. Envestnet Asset Management Inc. now owns 44,077,554 shares of the company’s stock valued at $4,278,608,000 after acquiring an additional 4,641,016 shares in the last quarter. US Bancorp DE grew its position in iShares Core U.S. Aggregate Bond ETF by 11.1% during the 3rd quarter. US Bancorp DE now owns 37,260,740 shares of the company’s stock worth $3,697,061,000 after acquiring an additional 3,717,053 shares during the last quarter. Mercer Global Advisors Inc. ADV increased its holdings in iShares Core U.S. Aggregate Bond ETF by 9.7% in the 2nd quarter. Mercer Global Advisors Inc. ADV now owns 19,344,478 shares of the company’s stock worth $1,857,893,000 after purchasing an additional 1,704,132 shares in the last quarter. Finally, Envestnet Portfolio Solutions Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 16.6% in the first quarter. Envestnet Portfolio Solutions Inc. now owns 17,226,230 shares of the company’s stock valued at $1,687,137,000 after purchasing an additional 2,455,461 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 Price Performance

Shares of AGG stock opened at $97.59 on Thursday. The business’s 50-day moving average price is $100.14 and its 200-day moving average price is $98.56. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $93.53 and a 12 month high of $102.04.

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.