Patten Group Inc. Boosts Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Patten Group Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.0% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 23,508 shares of the company’s stock after purchasing an additional 1,324 shares during the quarter. Patten Group Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,332,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Texas Yale Capital Corp. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% in the 1st quarter. Texas Yale Capital Corp. now owns 6,496 shares of the company’s stock worth $643,000 after purchasing an additional 103 shares in the last quarter. VAUGHAN & Co SECURITIES INC. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% in the 2nd quarter. VAUGHAN & Co SECURITIES INC. now owns 6,539 shares of the company’s stock worth $649,000 after purchasing an additional 104 shares in the last quarter. Vestia Personal Wealth Advisors boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% in the 2nd quarter. Vestia Personal Wealth Advisors now owns 2,167 shares of the company’s stock worth $215,000 after purchasing an additional 107 shares in the last quarter. Tempus Wealth Planning LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.0% in the 1st quarter. Tempus Wealth Planning LLC now owns 3,830 shares of the company’s stock worth $379,000 after purchasing an additional 110 shares in the last quarter. Finally, Cornerstone Planning Group LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 19.9% in the 1st quarter. Cornerstone Planning Group LLC now owns 686 shares of the company’s stock worth $67,000 after purchasing an additional 114 shares in the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

AGG opened at $101.23 on Wednesday. The stock has a 50-day moving average price of $100.02 and a 200-day moving average price of $98.77. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $95.74 and a 12-month high of $101.35. The stock has a market capitalization of $134.74 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.