iShares Core U.S. Aggregate Bond ETF $AGG Shares Purchased by Wealthcare Capital Partners LLC

Wealthcare Capital Partners LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.7% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 33,826 shares of the company’s stock after acquiring an additional 1,831 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 1.7% of Wealthcare Capital Partners LLC’s holdings, making the stock its 11th largest position. Wealthcare Capital Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,356,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Briaud Financial Planning Inc acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the first quarter worth approximately $25,000. MTM Investment Management LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the first quarter worth approximately $37,000. AlphaCore Capital LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the first quarter worth approximately $40,000. Godsey & Gibb Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the first quarter worth approximately $46,000. Finally, Atlas Capital Advisors Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 66.7% during the first quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock worth $49,000 after buying an additional 200 shares in the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $100.18 on Friday. iShares Core U.S. Aggregate Bond ETF has a one year low of $95.74 and a one year high of $101.02. The company has a market cap of $132.01 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12. The business’s 50 day moving average price is $99.62 and its 200 day moving average price is $98.62.

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.