iShares Core U.S. Aggregate Bond ETF $AGG Stake Boosted by Prentice Wealth Management LLC

Prentice Wealth Management LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 533,312 shares of the company’s stock after buying an additional 35,844 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 13.2% of Prentice Wealth Management LLC’s portfolio, making the stock its 2nd largest position. Prentice Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $53,464,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Angeles Investment Advisors LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at approximately $26,000. North Ridge Wealth Advisors Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter valued at $29,000. Transce3nd LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 84.7% during the second quarter. Transce3nd LLC now owns 484 shares of the company’s stock valued at $48,000 after buying an additional 222 shares during the period. GAMMA Investing LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 509.3% during the 3rd quarter. GAMMA Investing LLC now owns 524 shares of the company’s stock valued at $53,000 after buying an additional 438 shares in the last quarter. Finally, IMA Advisory Services Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth about $60,000. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $100.32 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $101.35. The firm has a 50-day moving average of $100.45 and a 200 day moving average of $99.53. The stock has a market cap of $135.00 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.