Clarity Financial LLC Acquires 4,209 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Clarity Financial LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 31.5% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 17,575 shares of the company’s stock after purchasing an additional 4,209 shares during the quarter. Clarity Financial LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,721,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the stock. Defined Wealth Management LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at about $298,000. Northeast Financial Group Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 17.8% during the first quarter. Northeast Financial Group Inc. now owns 52,036 shares of the company’s stock worth $5,096,000 after buying an additional 7,847 shares in the last quarter. Aspiriant LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 30.8% in the 1st quarter. Aspiriant LLC now owns 93,287 shares of the company’s stock worth $9,137,000 after purchasing an additional 21,984 shares in the last quarter. Bowman & Co S.C. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.8% in the first quarter. Bowman & Co S.C. now owns 206,100 shares of the company’s stock valued at $20,185,000 after acquiring an additional 7,634 shares in the last quarter. Finally, Sovereign Financial Group Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 16.1% during the first quarter. Sovereign Financial Group Inc. now owns 5,885 shares of the company’s stock valued at $576,000 after acquiring an additional 817 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $97.39 on Thursday. The stock’s fifty day simple moving average is $96.56 and its two-hundred day simple moving average is $97.38. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $91.58 and a 1-year high of $99.70.

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.