Perigon Wealth Management LLC Has $26.48 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Perigon Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.3% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 267,680 shares of the company’s stock after buying an additional 20,434 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 0.7% of Perigon Wealth Management LLC’s holdings, making the stock its 24th largest position. Perigon Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $26,479,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of AGG. Brighton Jones LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% in the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after buying an additional 7,030 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after buying an additional 3,044 shares during the last quarter. Principal Financial Group Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 6.0% during the fourth quarter. Principal Financial Group Inc. now owns 156,560 shares of the company’s stock worth $15,171,000 after acquiring an additional 8,857 shares during the period. Bank of New York Mellon Corp increased its position in iShares Core U.S. Aggregate Bond ETF by 8.3% during the fourth quarter. Bank of New York Mellon Corp now owns 5,502,806 shares of the company’s stock worth $533,222,000 after acquiring an additional 423,088 shares during the period. Finally, LGL Partners LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 0.7% during the fourth quarter. LGL Partners LLC now owns 94,156 shares of the company’s stock worth $9,124,000 after acquiring an additional 656 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.0%

Shares of AGG stock opened at $98.81 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $102.04. The firm’s fifty day simple moving average is $97.86 and its 200 day simple moving average is $97.77. The firm has a market capitalization of $128.45 billion, a P/E ratio of 124.57 and a beta of 0.24.

iShares Core U.S. Aggregate Bond ETF 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.