U S Wealth Group LLC. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 28.5% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 125,476 shares of the company’s stock after purchasing an additional 27,848 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 6.1% of U S Wealth Group LLC.’s investment portfolio, making the stock its 3rd biggest position. U S Wealth Group LLC.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,420,000 as of its most recent filing with the Securities & Exchange Commission.
Several other hedge funds have also recently modified their holdings of the stock. Capstone Financial Advisors Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% during the 2nd quarter. Capstone Financial Advisors Inc. now owns 87,126 shares of the company’s stock worth $8,624,000 after acquiring an additional 1,333 shares during the period. Blue Edge Capital LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 17.8% in the second quarter. Blue Edge Capital LLC now owns 6,302 shares of the company’s stock valued at $624,000 after purchasing an additional 950 shares during the period. IPG Investment Advisors LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 8.2% in the second quarter. IPG Investment Advisors LLC now owns 6,540 shares of the company’s stock worth $647,000 after acquiring an additional 496 shares during the last quarter. MCF Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.1% during the 2nd quarter. MCF Advisors LLC now owns 68,847 shares of the company’s stock worth $6,815,000 after acquiring an additional 5,760 shares in the last quarter. Finally, Cidel Asset Management Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 23.8% in the second quarter. Cidel Asset Management Inc. now owns 10,301 shares of the company’s stock valued at $1,020,000 after purchasing an additional 1,983 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Performance
Shares of AGG stock opened at $96.05 on Friday. The stock’s 50-day moving average is $97.57 and its two-hundred day moving average is $98.63. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.04 and a 1 year high of $101.46. The firm has a market cap of $135.54 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.
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.
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