iShares Core U.S. Aggregate Bond ETF $AGG Stock Holdings Lessened by Cliftonlarsonallen Wealth Advisors LLC

Cliftonlarsonallen Wealth Advisors LLC reduced its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.4% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 135,719 shares of the company’s stock after selling 14,152 shares during the quarter. Cliftonlarsonallen Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $13,463,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in AGG. Jones Financial Companies Lllp increased its stake 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 worth $13,686,743,000 after acquiring an additional 9,678,339 shares during the last quarter. RWA Wealth Partners LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 8,534.9% during the first quarter. RWA Wealth Partners LLC now owns 4,916,363 shares of the company’s stock valued at $486,327,000 after purchasing an additional 4,859,427 shares during the last quarter. Raymond James Financial Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 4.4% in the 1st quarter. Raymond James Financial Inc. now owns 81,294,683 shares of the company’s stock worth $8,041,669,000 after purchasing an additional 3,421,606 shares during the last quarter. Goldman Sachs Group Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 13.9% in the 1st quarter. Goldman Sachs Group Inc. now owns 21,095,135 shares of the company’s stock worth $2,086,731,000 after purchasing an additional 2,567,446 shares during the last quarter. Finally, Northern Trust Corp raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 14.4% during the 1st quarter. Northern Trust Corp now owns 16,884,474 shares of the company’s stock worth $1,670,212,000 after purchasing an additional 2,120,169 shares in the last quarter. Institutional investors and hedge funds 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 $100.18 on Thursday. The firm has a market cap of $129.98 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12. The stock has a 50-day simple moving average of $99.55 and a 200-day simple moving average of $98.59. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week high of $101.11.

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.