Freestone Capital Holdings LLC Buys 25,679 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Freestone Capital Holdings LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.9% during the second quarter, according to its most recent disclosure with the SEC. The fund owned 692,660 shares of the company’s stock after buying an additional 25,679 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 2.3% of Freestone Capital Holdings LLC’s investment portfolio, making the stock its 9th largest holding. Freestone Capital Holdings LLC owned about 0.05% of iShares Core U.S. Aggregate Bond ETF worth $68,712,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. Texas Yale Capital Corp. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 1.6% during the 1st quarter. Texas Yale Capital Corp. now owns 6,496 shares of the company’s stock valued at $643,000 after purchasing an additional 103 shares during the period. VAUGHAN & Co SECURITIES INC. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% during the second quarter. VAUGHAN & Co SECURITIES INC. now owns 6,539 shares of the company’s stock valued at $649,000 after buying an additional 104 shares during the last quarter. Vestia Personal Wealth Advisors boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% during the second quarter. Vestia Personal Wealth Advisors now owns 2,167 shares of the company’s stock worth $215,000 after buying an additional 107 shares during the period. Tempus Wealth Planning LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.0% during the first quarter. Tempus Wealth Planning LLC now owns 3,830 shares of the company’s stock worth $379,000 after buying an additional 110 shares during the period. Finally, Cornerstone Planning Group LLC grew its holdings in 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 buying an additional 114 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $100.54 on Monday. The business’s fifty day moving average price is $100.32 and its two-hundred day moving average price is $98.97. The company has a market capitalization of $135.30 billion, a P/E ratio of 124.57 and a beta of 0.25. 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.