Quattro Financial Advisors LLC Sells 1,069 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Quattro Financial Advisors LLC decreased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.2% during the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 48,152 shares of the company’s stock after selling 1,069 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 1.7% of Quattro Financial Advisors LLC’s portfolio, making the stock its 20th biggest holding. Quattro Financial Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,777,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Linscomb Wealth Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 0.4% in the first quarter. Linscomb Wealth Inc. now owns 64,000 shares of the company’s stock valued at $6,331,000 after acquiring an additional 244 shares during the period. Mascoma Wealth Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 7.1% in the first quarter. Mascoma Wealth Management LLC now owns 474,928 shares of the company’s stock valued at $46,980,000 after acquiring an additional 31,299 shares during the period. Charter Capital Management LLC DE bought a new position in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at about $3,459,000. Interactive Financial Advisors Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 0.8% in the first quarter. Interactive Financial Advisors Inc. now owns 144,383 shares of the company’s stock valued at $14,282,000 after acquiring an additional 1,170 shares during the period. Finally, BayBridge Capital Group LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.0% in the second quarter. BayBridge Capital Group LLC now owns 246,272 shares of the company’s stock valued at $24,430,000 after acquiring 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 Stock Performance

AGG stock opened at $100.29 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 $101.02. The business’s 50-day moving average is $99.59 and its two-hundred day moving average is $98.61. The company has a market cap of $130.13 billion, a price-to-earnings 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.