Concord Wealth Partners Increases Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Concord Wealth Partners raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 70.2% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,079 shares of the company’s stock after purchasing an additional 445 shares during the period. Concord Wealth Partners’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $107,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently modified their holdings of the company. US Bancorp DE lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 29.1% in the second quarter. US Bancorp DE now owns 43,988,044 shares of the company’s stock valued at $4,363,640,000 after acquiring an additional 9,922,958 shares in the last quarter. Jones Financial Companies Lllp raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.5% in the first quarter. Jones Financial Companies Lllp now owns 138,625,924 shares of the company’s stock valued at $13,686,743,000 after buying an additional 9,678,339 shares during the last quarter. RWA Wealth Partners LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 8,534.9% in the first quarter. RWA Wealth Partners LLC now owns 4,916,363 shares of the company’s stock valued at $486,327,000 after buying an additional 4,859,427 shares during the last quarter. Raymond James Financial Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the first quarter. Raymond James Financial Inc. now owns 81,294,683 shares of the company’s stock valued at $8,041,669,000 after buying an additional 3,421,606 shares during the last quarter. Finally, Goldman Sachs Group Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 13.9% in the first quarter. Goldman Sachs Group Inc. now owns 21,095,135 shares of the company’s stock valued at $2,086,731,000 after buying an additional 2,567,446 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG opened at $100.62 on Tuesday. The firm has a 50 day simple moving average of $99.79 and a 200-day simple moving average of $98.69. The firm has a market cap of $133.00 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 $101.02.

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.