Bluestem Financial Advisors LLC Sells 1,108 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Bluestem Financial Advisors LLC reduced its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.1% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 51,464 shares of the company’s stock after selling 1,108 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 2.2% of Bluestem Financial Advisors LLC’s portfolio, making the stock its 11th biggest holding. Bluestem Financial Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,105,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the business. Briaud Financial Planning Inc acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at approximately $25,000. MTM Investment Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the first quarter valued at approximately $37,000. AlphaCore Capital LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the first quarter worth $40,000. Atlas Capital Advisors Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 66.7% during the first quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock worth $49,000 after acquiring an additional 200 shares during the period. Finally, Byrne Asset Management LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the first quarter worth $53,000. 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 $99.96 on Tuesday. The company has a market cap of $131.91 billion, a PE ratio of 124.57 and a beta of 0.12. The firm has a fifty day moving average price of $99.65 and a two-hundred day moving average price of $98.62. 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.

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.