Penney Financial LLC Acquires 30,202 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Penney Financial LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 303.1% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 40,166 shares of the company’s stock after acquiring an additional 30,202 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 2.0% of Penney Financial LLC’s investment portfolio, making the stock its 13th largest holding. Penney Financial LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,984,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of AGG. Jones Financial Companies Lllp lifted its holdings in shares of 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 purchasing an additional 9,678,339 shares in the last quarter. RWA Wealth Partners LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8,534.9% in the first quarter. RWA Wealth Partners LLC now owns 4,916,363 shares of the company’s stock valued at $486,327,000 after purchasing an additional 4,859,427 shares in the last quarter. Raymond James Financial Inc. lifted 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 purchasing an additional 3,421,606 shares in the last quarter. Goldman Sachs Group Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 13.9% in the first quarter. Goldman Sachs Group Inc. now owns 21,095,135 shares of the company’s stock valued at $2,086,731,000 after purchasing an additional 2,567,446 shares in the last quarter. Finally, Northern Trust Corp lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 14.4% in the first quarter. Northern Trust Corp now owns 16,884,474 shares of the company’s stock valued at $1,670,212,000 after purchasing an additional 2,120,169 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $100.13 on Wednesday. The firm has a market cap of $132.13 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12. The stock’s 50-day moving average is $99.68 and its 200-day moving average is $98.63. iShares Core U.S. Aggregate Bond ETF has a one year low of $95.74 and a one year high of $101.02.

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.