Balboa Wealth Partners Buys 4,451 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Balboa Wealth Partners boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 33.1% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 17,882 shares of the company’s stock after buying an additional 4,451 shares during the quarter. Balboa Wealth Partners’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,774,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Texas Yale Capital Corp. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 1.6% in the first quarter. Texas Yale Capital Corp. now owns 6,496 shares of the company’s stock worth $643,000 after purchasing an additional 103 shares in the last quarter. VAUGHAN & Co SECURITIES INC. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% in the 2nd quarter. VAUGHAN & Co SECURITIES INC. now owns 6,539 shares of the company’s stock worth $649,000 after acquiring an additional 104 shares in the last quarter. Vestia Personal Wealth Advisors lifted its position in 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 valued at $215,000 after acquiring an additional 107 shares during the period. Tempus Wealth Planning LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 3.0% during the first quarter. Tempus Wealth Planning LLC now owns 3,830 shares of the company’s stock worth $379,000 after acquiring an additional 110 shares in the last quarter. Finally, Cornerstone Planning Group LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 19.9% during the first quarter. Cornerstone Planning Group LLC now owns 686 shares of the company’s stock worth $67,000 after acquiring an additional 114 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $100.96 on Monday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $101.11. The firm’s 50-day simple moving average is $99.93 and its two-hundred day simple moving average is $98.74. The stock has a market cap of $134.25 billion, a PE ratio of 124.57 and a beta of 0.12.

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.