Sfam LLC Increases Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Sfam LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 136,727 shares of the company’s stock after buying an additional 7,878 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 12.6% of Sfam LLC’s holdings, making the stock its 2nd biggest holding. Sfam LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $13,573,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the business. Chicago Partners Investment Group LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 7.7% in the first quarter. Chicago Partners Investment Group LLC now owns 102,028 shares of the company’s stock worth $10,163,000 after purchasing an additional 7,265 shares during the period. Y.D. More Investments Ltd lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 18.0% during the first quarter. Y.D. More Investments Ltd now owns 6,545 shares of the company’s stock valued at $649,000 after purchasing an additional 1,000 shares during the last quarter. Hibernia Wealth Partners LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 85.9% in the 1st quarter. Hibernia Wealth Partners LLC now owns 13,970 shares of the company’s stock worth $1,387,000 after purchasing an additional 6,455 shares in the last quarter. Procyon Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.5% in the 1st quarter. Procyon Advisors LLC now owns 12,085 shares of the company’s stock worth $1,200,000 after purchasing an additional 839 shares in the last quarter. Finally, Navigate Wealth Management LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter worth approximately $7,219,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $98.08 on Monday. The business has a 50 day moving average of $98.65 and a 200 day moving average of $99.47. The firm has a market cap of $138.28 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $97.51 and a twelve month high of $101.46.

About iShares Core U.S. Aggregate Bond ETF

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.