JFS Wealth Advisors LLC Has $73.43 Million Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

JFS Wealth Advisors LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 741,875 shares of the company’s stock after acquiring an additional 41,247 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 3.7% of JFS Wealth Advisors LLC’s investment portfolio, making the stock its 5th largest holding. JFS Wealth Advisors LLC owned about 0.05% of iShares Core U.S. Aggregate Bond ETF worth $73,431,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of AGG. Bank of America Corp DE grew its holdings in iShares Core U.S. Aggregate Bond ETF by 29.6% in the first quarter. Bank of America Corp DE now owns 69,660,482 shares of the company’s stock worth $6,915,196,000 after purchasing an additional 15,923,080 shares during the period. Raymond James Financial Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.0% during the fourth quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock valued at $8,465,912,000 after purchasing an additional 5,514,115 shares during the last quarter. Northern Trust Corp boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 25.1% in the 4th quarter. Northern Trust Corp now owns 20,705,925 shares of the company’s stock worth $2,068,108,000 after purchasing an additional 4,148,106 shares in the last quarter. Mercer Global Advisors Inc. ADV boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.1% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 36,259,568 shares of the company’s stock worth $3,621,605,000 after purchasing an additional 3,032,433 shares in the last quarter. Finally, Valpey Financial Services LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 9,942.1% in the 4th quarter. Valpey Financial Services LLC now owns 2,872,830 shares of the company’s stock worth $286,938,000 after buying an additional 2,844,222 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%

iShares Core U.S. Aggregate Bond ETF stock opened at $97.32 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $97.12 and a twelve month high of $101.46. The company has a market capitalization of $137.33 billion, a P/E ratio of 124.57 and a beta of 0.25. The stock’s 50 day moving average is $98.22 and its 200 day moving average is $99.10.

iShares Core U.S. Aggregate Bond ETF Company 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.