Beaumont Financial Partners LLC Has $4.26 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Beaumont Financial Partners LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGGet Rating) by 11.9% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 39,781 shares of the company’s stock after purchasing an additional 4,232 shares during the quarter. Beaumont Financial Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,261,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of AGG. Investment Research & Advisory Group Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF by 213.9% in the 1st quarter. Investment Research & Advisory Group Inc. now owns 248 shares of the company’s stock worth $27,000 after purchasing an additional 169 shares in the last quarter. TFC Financial Management bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $29,000. Leverty Financial Group LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $30,000. American Research & Management Co. bought a new position in iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at about $35,000. Finally, Elmwood Wealth Management Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $37,000. Institutional investors and hedge funds own 82.41% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock traded down $1.16 during mid-day trading on Friday, hitting $102.71. The stock had a trading volume of 4,847,064 shares, compared to its average volume of 6,306,191. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $98.86 and a 52 week high of $116.38. The firm has a fifty day simple moving average of $102.03 and a 200 day simple moving average of $105.20.

iShares Core U.S. Aggregate Bond ETF Profile

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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.

Further Reading

Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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