iShares Core U.S. Aggregate Bond ETF $AGG Shares Bought by Charles Schwab Trust Co

Charles Schwab Trust Co increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.2% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 672,520 shares of the company’s stock after purchasing an additional 1,399 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 5.0% of Charles Schwab Trust Co’s investment portfolio, making the stock its 6th biggest holding. Charles Schwab Trust Co’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $66,714,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the company. Jones Financial Companies Lllp lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 7.5% in the first quarter. Jones Financial Companies Lllp now owns 138,625,924 shares of the company’s stock valued at $13,686,743,000 after buying an additional 9,678,339 shares during the period. RWA Wealth Partners LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 8,534.9% during the 1st quarter. RWA Wealth Partners LLC now owns 4,916,363 shares of the company’s stock valued at $486,327,000 after acquiring an additional 4,859,427 shares during the last quarter. Raymond James Financial Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the first quarter. Raymond James Financial Inc. now owns 81,294,683 shares of the company’s stock valued at $8,041,669,000 after acquiring an additional 3,421,606 shares during the period. Goldman Sachs Group Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 13.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 21,095,135 shares of the company’s stock valued at $2,086,731,000 after buying an additional 2,567,446 shares during the period. Finally, Northern Trust Corp raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 14.4% during the 1st quarter. Northern Trust Corp now owns 16,884,474 shares of the company’s stock valued at $1,670,212,000 after acquiring an additional 2,120,169 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG opened at $100.07 on Friday. The business’s 50-day simple moving average is $99.44 and its 200-day simple moving average is $98.56. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $95.74 and a 52 week high of $101.56. The firm has a market cap of $129.84 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12.

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.