L.K. Benson & Company P.C. Has $1.85 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

L.K. Benson & Company P.C. trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,630 shares of the company’s stock after selling 800 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 1.1% of L.K. Benson & Company P.C.’s portfolio, making the stock its 22nd largest position. L.K. Benson & Company P.C.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,848,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Briaud Financial Planning Inc acquired a new position in iShares Core U.S. Aggregate Bond ETF during the first quarter worth $25,000. MTM Investment Management LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the first quarter worth $37,000. AlphaCore Capital LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the first quarter worth $40,000. Atlas Capital Advisors Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF by 66.7% during the first quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock worth $49,000 after acquiring an additional 200 shares in the last quarter. Finally, Byrne Asset Management LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the first quarter worth $53,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $100.14 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week high of $101.02. The firm has a market capitalization of $132.14 billion, a P/E ratio of 124.57 and a beta of 0.12. The stock has a fifty day moving average price of $99.71 and a two-hundred day moving average price of $98.64.

iShares Core U.S. Aggregate Bond ETF 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.