Buckingham Strategic Partners Increases Holding in iShares Core U.S. Aggregate Bond ETF

Buckingham Strategic Partners has increased its investment in the iShares Core U.S. Aggregate Bond ETF, ticker symbol AGG, by 2.9% during the second quarter. This adjustment was reported in their latest 13F filing with the SEC. Following the purchase of an additional 2,577 shares, the firm's total holdings rose to 91,221 shares. At the close of the reporting period, these shares were valued at approximately $8.9 million.

Other Investors Adjusting Positions

Various other significant investors have also recently changed their positions in AGG. Avalon Trust Co initiated a new shareholding during the second quarter, valued around $28,000. Meanwhile, Steph & Co. saw an 80.4% increase in their stakes, now owning shares worth $35,000 after acquiring an additional 160 shares. First Manhattan Co. raised its stake in AGG by a remarkable 697.9% in the fourth quarter, now holding shares valued at $36,000. Worth Asset Management LLC started a new position in the first quarter worth roughly $44,000, and True Wealth Design LLC entered during the fourth quarter with a stake valued at approximately $43,000. In terms of overall stock ownership, institutional investors and hedge funds hold about 83.21% of AGG's shares.

AGG Stock Performance

The AGG ETF experienced a slight dip in trading price on Monday, with shares going down by $0.43, landing at a price of $96.40 per share. The trading volume reached 3,913,726 shares, contrasting with the average volume of 7,750,236. AGG's 50-day simple moving average is currently $93.90, and the 200-day simple moving average is $95.95. The ETF has a 52-week low of $91.58 and a high of $101.15.

About iShares Core U.S. Aggregate Bond ETF

The iShares Core U.S. Aggregate Bond ETF comprises a basket of bonds that mimics the performance of an index, allowing investors to invest in a diversified portfolio of fixed-income securities. These ETFs can be traded like stocks on exchanges and are known for their relatively low expense ratios, tax efficiency, and flexibility in trading. Investors can purchase iShares through any brokerage firm, financial advisor, or online platform, holding them in any brokerage account.

Portfolio and Investment Insights

For investors looking for further information on fund positions, HoldingsChannel.com offers updates on the latest 13F filings and insider trades for AGG. To stay updated with the latest news and analysts' ratings on AGG and other related investments, investors can sign up to receive daily summaries from financial news outlets.

Buckingham, ETF, Investment