Midwestern Financial LLC IA Takes $7.51 Million Position in iShares Core U.S. Aggregate Bond ETF $AGG

by · The Markets Daily

Midwestern Financial LLC IA purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the second quarter, HoldingsChannel.com reports. The firm purchased 75,693 shares of the company’s stock, valued at approximately $7,509,000. iShares Core U.S. Aggregate Bond ETF accounts for 7.0% of Midwestern Financial LLC IA’s holdings, making the stock its 2nd biggest holding.

Other hedge funds have also made changes to their positions in the company. Brighton Jones LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% during the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after purchasing an additional 7,030 shares during the period. Revolve Wealth Partners LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 50.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after buying an additional 3,044 shares during the last quarter. Kovitz Investment Group Partners LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% in the 1st quarter. Kovitz Investment Group Partners LLC now owns 112,118 shares of the company’s stock worth $11,091,000 after acquiring an additional 1,736 shares during the period. EverSource Wealth Advisors LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 20.1% in the first quarter. EverSource Wealth Advisors LLC now owns 11,636 shares of the company’s stock valued at $1,151,000 after acquiring an additional 1,946 shares in the last quarter. Finally, Global Endowment Management LP increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 341.7% during the first quarter. Global Endowment Management LP now owns 86,579 shares of the company’s stock worth $8,564,000 after acquiring an additional 66,979 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.3%

NYSEARCA AGG opened at $99.81 on Friday. The stock has a market capitalization of $134.31 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week high of $101.35. The firm has a 50-day moving average price of $100.44 and a 200 day moving average price of $99.47.

iShares Core U.S. Aggregate Bond ETF Profile

(Free Report)

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.

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