Claro Advisors LLC Has $360,000 Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Claro Advisors LLC lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 28.6% in the second quarter, according to its most recent 13F filing with the SEC. The fund owned 3,624 shares of the company’s stock after selling 1,454 shares during the period. Claro Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $360,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. RiverGlades Family Offices LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 2.2% during the second quarter. RiverGlades Family Offices LLC now owns 42,426 shares of the company’s stock worth $4,209,000 after buying an additional 902 shares in the last quarter. Milestone Asset Management LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 198.3% during the 2nd quarter. Milestone Asset Management LLC now owns 14,020 shares of the company’s stock worth $1,391,000 after acquiring an additional 9,320 shares during the last quarter. Pointe Capital Management LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.8% in the 2nd quarter. Pointe Capital Management LLC now owns 9,827 shares of the company’s stock worth $975,000 after acquiring an additional 452 shares in the last quarter. Optivise Advisory Services LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 74.3% in the 2nd quarter. Optivise Advisory Services LLC now owns 27,757 shares of the company’s stock worth $2,753,000 after acquiring an additional 11,828 shares in the last quarter. Finally, Connable Office Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 42.7% in the second quarter. Connable Office Inc. now owns 401,098 shares of the company’s stock valued at $39,789,000 after purchasing an additional 119,947 shares during the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $100.24 on Friday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $101.35. The firm’s 50-day simple moving average is $100.38 and its 200 day simple moving average is $99.01. The stock has a market cap of $134.89 billion, a PE ratio of 124.57 and a beta of 0.25.

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.