iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by Belpointe Asset Management LLC

Belpointe Asset Management LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 17.3% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 54,243 shares of the company’s stock after buying an additional 7,996 shares during the quarter. Belpointe Asset Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,381,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the business. Linscomb Wealth Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.4% during the 1st quarter. Linscomb Wealth Inc. now owns 64,000 shares of the company’s stock worth $6,331,000 after buying an additional 244 shares in the last quarter. Mascoma Wealth Management LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.1% during the first quarter. Mascoma Wealth Management LLC now owns 474,928 shares of the company’s stock valued at $46,980,000 after acquiring an additional 31,299 shares during the period. Charter Capital Management LLC DE acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter valued at approximately $3,459,000. Interactive Financial Advisors Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 0.8% in the first quarter. Interactive Financial Advisors Inc. now owns 144,383 shares of the company’s stock worth $14,282,000 after purchasing an additional 1,170 shares during the period. Finally, BayBridge Capital Group LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 1.0% in the second quarter. BayBridge Capital Group LLC now owns 246,272 shares of the company’s stock worth $24,430,000 after purchasing an additional 2,546 shares during the period. 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 $100.18 on Monday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $101.02. The firm has a market cap of $132.01 billion, a P/E ratio of 124.57 and a beta of 0.12. The stock has a fifty day moving average price of $99.62 and a two-hundred day moving average price of $98.61.

About iShares Core U.S. Aggregate Bond ETF

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.