Valeo Financial Advisors LLC Acquires 110 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Valeo Financial Advisors LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 54,633 shares of the company’s stock after acquiring an additional 110 shares during the period. Valeo Financial Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,420,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Texas Yale Capital Corp. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% during the first quarter. Texas Yale Capital Corp. now owns 6,496 shares of the company’s stock worth $643,000 after acquiring an additional 103 shares in the last quarter. VAUGHAN & Co SECURITIES INC. increased its position 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 worth $649,000 after acquiring an additional 104 shares in the last quarter. Vestia Personal Wealth Advisors increased 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 acquiring an additional 107 shares in the last quarter. Tempus Wealth Planning LLC boosted its holdings in 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 purchasing an additional 110 shares during the last quarter. Finally, Cornerstone Planning Group LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 19.9% during the first quarter. Cornerstone Planning Group LLC now owns 686 shares of the company’s stock worth $67,000 after purchasing an additional 114 shares during the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $99.96 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $101.02. The stock has a market cap of $131.91 billion, a PE ratio of 124.57 and a beta of 0.12. The firm’s 50-day simple moving average is $99.65 and its 200 day simple moving average is $98.62.

iShares Core U.S. Aggregate Bond ETF Company 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.