JGP Wealth Management LLC Has $4.86 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

by · The Cerbat Gem

JGP Wealth Management LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 90.6% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 48,500 shares of the company’s stock after purchasing an additional 23,049 shares during the quarter. JGP Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,864,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of AGG. Angeles Investment Advisors LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $26,000. North Ridge Wealth Advisors Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at $29,000. Transce3nd LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 84.7% in the 2nd quarter. Transce3nd LLC now owns 484 shares of the company’s stock valued at $48,000 after purchasing an additional 222 shares during the period. GAMMA Investing LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 509.3% in the 3rd quarter. GAMMA Investing LLC now owns 524 shares of the company’s stock worth $53,000 after purchasing an additional 438 shares during the last quarter. Finally, IMA Advisory Services Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter worth $60,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2%

NYSEARCA AGG opened at $100.02 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $101.35. The stock has a 50-day simple moving average of $100.39 and a 200 day simple moving average of $99.60. The company has a market capitalization of $134.60 billion, a PE ratio of 124.57 and a beta of 0.25.

iShares Core U.S. Aggregate Bond ETF Profile

(Free Report)

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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