Apollon Wealth Management LLC Has $5.36 Million Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Apollon Wealth Management LLC lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 10.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 54,072 shares of the company’s stock after selling 6,624 shares during the period. Apollon Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,364,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in AGG. Brighton Jones LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% in the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after acquiring an additional 7,030 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after acquiring an additional 3,044 shares during the last quarter. GAMMA Investing LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter worth about $842,000. Fort Washington Investment Advisors Inc. OH raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.6% in the 1st quarter. Fort Washington Investment Advisors Inc. OH now owns 8,608 shares of the company’s stock worth $852,000 after acquiring an additional 219 shares during the last quarter. Finally, RMR Wealth Builders acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter worth about $208,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $100.43 on Friday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $101.02. The firm has a market capitalization of $132.75 billion, a PE ratio of 124.57 and a beta of 0.12. The company’s 50-day moving average is $99.76 and its 200 day moving average is $98.67.

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.