Summa Corp. Raises Position in iShares Core U.S. Aggregate Bond ETF $AGG

Summa Corp. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 7,050 shares of the company’s stock after purchasing an additional 150 shares during the period. Summa Corp.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $699,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Linscomb Wealth Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.4% during the 1st quarter. Linscomb Wealth Inc. now owns 64,000 shares of the company’s stock valued at $6,331,000 after purchasing an additional 244 shares during the last quarter. Mascoma Wealth Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.1% during the 1st quarter. Mascoma Wealth Management LLC now owns 474,928 shares of the company’s stock valued at $46,980,000 after purchasing an additional 31,299 shares during the last quarter. Charter Capital Management LLC DE purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at $3,459,000. Interactive Financial Advisors Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF by 0.8% in the 1st quarter. Interactive Financial Advisors Inc. now owns 144,383 shares of the company’s stock worth $14,282,000 after acquiring an additional 1,170 shares during the last quarter. Finally, BayBridge Capital Group LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 1.0% in the 2nd quarter. BayBridge Capital Group LLC now owns 246,272 shares of the company’s stock worth $24,430,000 after acquiring an additional 2,546 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG stock opened at $100.43 on Friday. The firm has a market capitalization of $132.75 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12. The business has a fifty day moving average of $99.76 and a 200 day moving average of $98.67. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $101.02.

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.