Northeast Financial Group Inc. Buys 10,230 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Northeast Financial Group Inc. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 18.4% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 65,959 shares of the company’s stock after acquiring an additional 10,230 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 1.9% of Northeast Financial Group Inc.’s holdings, making the stock its 16th largest holding. Northeast Financial Group Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,543,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Linscomb Wealth Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 0.4% in the 1st quarter. Linscomb Wealth Inc. now owns 64,000 shares of the company’s stock valued at $6,331,000 after buying an additional 244 shares during the period. Mascoma Wealth Management LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 7.1% in the 1st quarter. Mascoma Wealth Management LLC now owns 474,928 shares of the company’s stock valued at $46,980,000 after buying an additional 31,299 shares during the period. Charter Capital Management LLC DE bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at $3,459,000. Interactive Financial Advisors Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 0.8% in the 1st quarter. Interactive Financial Advisors Inc. now owns 144,383 shares of the company’s stock valued at $14,282,000 after buying an additional 1,170 shares during the period. Finally, BayBridge Capital Group LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.0% in the 2nd quarter. BayBridge Capital Group LLC now owns 246,272 shares of the company’s stock valued at $24,430,000 after buying an additional 2,546 shares during the period. 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 $100.25 on Wednesday. The company’s fifty day moving average price is $99.51 and its two-hundred day moving average price is $98.58. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week high of $101.44. The firm has a market capitalization of $130.07 billion, a PE ratio of 124.57 and a beta of 0.12.

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.