Sheridan Capital Management LLC Has $22.15 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Sheridan Capital Management LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 21.7% during the 3rd quarter, HoldingsChannel reports. The firm owned 220,918 shares of the company’s stock after acquiring an additional 39,427 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 11.7% of Sheridan Capital Management LLC’s investment portfolio, making the stock its 3rd largest position. Sheridan Capital Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $22,147,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Angeles Investment Advisors LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter worth $26,000. North Ridge Wealth Advisors Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth about $29,000. Evolution Wealth Management Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $40,000. Transce3nd LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 84.7% during the second quarter. Transce3nd LLC now owns 484 shares of the company’s stock valued at $48,000 after purchasing an additional 222 shares in the last quarter. Finally, GAMMA Investing LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 509.3% during the third quarter. GAMMA Investing LLC now owns 524 shares of the company’s stock worth $53,000 after purchasing an additional 438 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $100.22 on Friday. The business has a 50 day moving average of $100.16 and a 200-day moving average of $99.80. The company has a market capitalization of $136.83 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.15 and a 1 year high of $101.35.

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.