Insight Wealth Partners LLC Has $418,000 Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Insight Wealth Partners LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 47.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,215 shares of the company’s stock after purchasing an additional 1,347 shares during the period. Insight Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $418,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Peterson Wealth Services lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 2.7% during the second quarter. Peterson Wealth Services now owns 5,688 shares of the company’s stock worth $564,000 after acquiring an additional 149 shares in the last quarter. Carrera Capital Advisors lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 9.6% during the second quarter. Carrera Capital Advisors now owns 15,106 shares of the company’s stock worth $1,499,000 after acquiring an additional 1,323 shares in the last quarter. MN Wealth Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 90.1% during the second quarter. MN Wealth Advisors LLC now owns 67,928 shares of the company’s stock worth $6,738,000 after acquiring an additional 32,201 shares in the last quarter. Kathleen S. Wright Associates Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 56.9% during the second quarter. Kathleen S. Wright Associates Inc. now owns 1,852 shares of the company’s stock worth $184,000 after acquiring an additional 672 shares in the last quarter. Finally, Moloney Securities Asset Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 29.4% during the second quarter. Moloney Securities Asset Management LLC now owns 5,457 shares of the company’s stock worth $541,000 after acquiring an additional 1,239 shares in the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

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

AGG stock opened at $101.14 on Friday. The business’s 50-day moving average price is $100.14 and its two-hundred day moving average price is $98.83. The firm has a market cap of $135.75 billion, a PE ratio of 124.57 and a beta of 0.12. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $95.74 and a 1-year high of $101.35.

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.