EverSource Wealth Advisors LLC Has $2.38 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

EverSource Wealth Advisors LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 105.9% in the second quarter, Holdings Channel reports. The firm owned 23,962 shares of the company’s stock after buying an additional 12,326 shares during the period. EverSource Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,377,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in AGG. VAUGHAN & Co SECURITIES INC. raised its position in iShares Core U.S. Aggregate Bond ETF by 1.6% during the second quarter. VAUGHAN & Co SECURITIES INC. now owns 6,539 shares of the company’s stock valued at $649,000 after acquiring an additional 104 shares in the last quarter. Fiera Capital Corp grew its position in iShares Core U.S. Aggregate Bond ETF by 1.1% in the second quarter. Fiera Capital Corp now owns 9,815 shares of the company’s stock worth $974,000 after acquiring an additional 105 shares in the last quarter. Vestia Personal Wealth Advisors increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% during the 2nd quarter. Vestia Personal Wealth Advisors now owns 2,167 shares of the company’s stock worth $215,000 after purchasing an additional 107 shares during the last quarter. Woodside Wealth Management LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% during the 2nd quarter. Woodside Wealth Management LLC now owns 6,137 shares of the company’s stock valued at $609,000 after purchasing an additional 125 shares in the last quarter. Finally, Goelzer Investment Management Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.0% during the 2nd quarter. Goelzer Investment Management Inc. now owns 3,378 shares of the company’s stock valued at $335,000 after purchasing an additional 129 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.2%

Shares of NYSEARCA:AGG opened at $100.14 on Friday. The stock has a market capitalization of $134.76 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $101.35. The firm has a fifty day moving average price of $100.48 and a 200 day moving average price of $99.35.

About iShares Core U.S. Aggregate Bond ETF

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.