Forvis Mazars Wealth Advisors LLC Boosts Position in iShares Core U.S. Aggregate Bond ETF $AGG

Forvis Mazars Wealth Advisors LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,416,506 shares of the company’s stock after purchasing an additional 24,816 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 3.0% of Forvis Mazars Wealth Advisors LLC’s portfolio, making the stock its 5th biggest holding. Forvis Mazars Wealth Advisors LLC owned approximately 0.11% of iShares Core U.S. Aggregate Bond ETF worth $140,517,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. US Bancorp DE grew its position in iShares Core U.S. Aggregate Bond ETF by 29.1% during the second quarter. US Bancorp DE now owns 43,988,044 shares of the company’s stock valued at $4,363,640,000 after acquiring an additional 9,922,958 shares during the last quarter. Jones Financial Companies Lllp grew its position in iShares Core U.S. Aggregate Bond ETF by 7.5% during 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 acquiring an additional 9,678,339 shares during the last quarter. RWA Wealth Partners LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 8,534.9% during the first 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. grew its position in iShares Core U.S. Aggregate Bond ETF by 4.4% during 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 last quarter. Finally, Goldman Sachs Group Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 13.9% during 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 acquiring an additional 2,567,446 shares during 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 NYSEARCA AGG opened at $100.96 on Friday. iShares Core U.S. Aggregate Bond ETF has a one year low of $95.74 and a one year high of $101.11. The firm’s 50 day simple moving average is $99.93 and its two-hundred day simple moving average is $98.75. The stock has a market capitalization of $134.25 billion, a P/E ratio of 124.57 and a beta of 0.12.

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.