Wealthcare Capital Management LLC Buys 29,572 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Wealthcare Capital Management LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 182.3% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 45,792 shares of the company’s stock after acquiring an additional 29,572 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 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 filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in the stock. NBC Securities Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 30.1% during the 4th quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock worth $5,932,000 after buying an additional 13,724 shares in the last quarter. Clearstead Advisors LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 22.2% in the 4th quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock valued at $21,688,000 after acquiring an additional 39,415 shares in the last quarter. SBI Securities Co. Ltd. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.7% in the 4th quarter. SBI Securities Co. Ltd. now owns 213,215 shares of the company’s stock valued at $21,296,000 after acquiring an additional 5,630 shares in the last quarter. BCS Wealth Management increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 125.3% in the 4th quarter. BCS Wealth Management now owns 246,808 shares of the company’s stock valued at $24,651,000 after acquiring an additional 137,238 shares in the last quarter. Finally, Slow Capital Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 23.6% during the 4th quarter. Slow Capital Inc. now owns 130,527 shares of the company’s stock valued at $13,037,000 after acquiring an additional 24,945 shares during the period. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $97.60 on Monday. The company has a market capitalization of $137.72 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $97.12 and a 12-month high of $101.46. The firm’s fifty day moving average is $98.28 and its 200 day moving average is $99.14.

iShares Core U.S. Aggregate Bond ETF Company 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.