Bright Financial Advisors Inc. Has $31.45 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Bright Financial Advisors Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 323,953 shares of the company’s stock after buying an additional 6,986 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 22.2% of Bright Financial Advisors Inc.’s holdings, making the stock its largest position. Bright Financial Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $31,446,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the business. Brio Consultants LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $218,000. Vantage Financial Partners LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 9.2% during the fourth quarter. Vantage Financial Partners LLC now owns 335,320 shares of the company’s stock valued at $33,281,000 after purchasing an additional 28,241 shares during the period. Aveo Capital Partners LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 26.5% in the fourth quarter. Aveo Capital Partners LLC now owns 91,766 shares of the company’s stock worth $9,108,000 after buying an additional 19,222 shares during the last quarter. 9258 Wealth Management LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.3% in the fourth quarter. 9258 Wealth Management LLC now owns 153,369 shares of the company’s stock valued at $15,222,000 after buying an additional 6,379 shares during the period. Finally, Gryphon Financial Partners LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% during the 4th quarter. Gryphon Financial Partners LLC now owns 27,133 shares of the company’s stock valued at $2,693,000 after buying an additional 549 shares during the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $101.56 on Thursday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $91.58 and a fifty-two week high of $102.04. The business has a 50-day moving average of $99.88 and a 200 day moving average of $97.91.

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.