Intergy Private Wealth LLC Has $3.48 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Intergy Private Wealth LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 35,190 shares of the company’s stock after buying an additional 676 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.3% of Intergy Private Wealth LLC’s investment portfolio, making the stock its 17th largest position. Intergy Private Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,481,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Bradley & Co. Private Wealth Management LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $25,000. Greenline Partners LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $31,000. Newbridge Financial Services Group Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $33,000. Bank of Jackson Hole Trust bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $35,000. Finally, Stonebridge Financial Group LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $43,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $97.28 on Friday. The business has a 50-day moving average of $97.84 and a 200-day moving average of $97.82. The company has a market capitalization of $123.55 billion, a price-to-earnings ratio of 124.57 and a beta of 0.24. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $102.04.

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.