Sound Financial Strategies Group LLC Has $14.63 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Sound Financial Strategies Group LLC lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.1% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 147,450 shares of the company’s stock after selling 6,232 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 12.4% of Sound Financial Strategies Group LLC’s holdings, making the stock its largest holding. Sound Financial Strategies Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $14,627,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in AGG. Briaud Financial Planning Inc bought a new position in iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth $25,000. MTM Investment Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at $37,000. AlphaCore Capital LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth $40,000. Atlas Capital Advisors Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 66.7% in the first quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock worth $49,000 after purchasing an additional 200 shares during the period. Finally, MJT & Associates Financial Advisory Group Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the first quarter valued at about $56,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.4%

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $100.24 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $95.74 and a 1-year high of $101.35. The company has a market cap of $134.89 billion, a PE ratio of 124.57 and a beta of 0.25. The company has a 50 day moving average of $100.38 and a 200-day moving average of $99.01.

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.