Wealthcare Capital Management LLC Has $4.53 Million Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Wealthcare Capital Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 182.3% in the second quarter, HoldingsChannel reports. The fund owned 45,792 shares of the company’s stock after purchasing an additional 29,572 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 0.4% of Wealthcare Capital Management LLC’s holdings, making the stock its 18th largest holding. Wealthcare Capital Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,532,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in AGG. Bank of America Corp DE raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 29.6% during the first quarter. Bank of America Corp DE now owns 69,660,482 shares of the company’s stock worth $6,915,196,000 after purchasing an additional 15,923,080 shares during the period. Raymond James Financial Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.0% in the 4th quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock worth $8,465,912,000 after purchasing an additional 5,514,115 shares in the last quarter. Northern Trust Corp grew its position in iShares Core U.S. Aggregate Bond ETF by 25.1% in the 4th quarter. Northern Trust Corp now owns 20,705,925 shares of the company’s stock valued at $2,068,108,000 after purchasing an additional 4,148,106 shares during the period. Mercer Global Advisors Inc. ADV grew its position in iShares Core U.S. Aggregate Bond ETF by 9.1% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 36,259,568 shares of the company’s stock valued at $3,621,605,000 after purchasing an additional 3,032,433 shares during the period. Finally, Valpey Financial Services LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 9,942.1% during the 4th quarter. Valpey Financial Services LLC now owns 2,872,830 shares of the company’s stock valued at $286,938,000 after purchasing an additional 2,844,222 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

AGG opened at $97.60 on Monday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $97.12 and a 1-year high of $101.46. The company has a market cap of $137.72 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The company’s fifty day moving average price is $98.28 and its two-hundred day moving average price is $99.14.

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.