Wealthcare Advisory Partners LLC Boosts Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Wealthcare Advisory Partners LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.0% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 442,103 shares of the company’s stock after purchasing an additional 36,599 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 0.8% of Wealthcare Advisory Partners LLC’s holdings, making the stock its 23rd biggest holding. Wealthcare Advisory Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $43,759,000 at the end of the most recent reporting period.

Several other institutional investors also recently made changes to their positions in the stock. Valley National Advisers Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% during the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after buying an additional 200 shares during the last quarter. Cresta Advisors Ltd. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $25,000. Blueline Advisors LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at about $25,000. First Command Advisory Services Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 321.2% during the fourth quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after acquiring an additional 212 shares during the last quarter. Finally, Wiser Advisor Group LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth about $29,000. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $97.24 on Tuesday. The firm has a market capitalization of $137.22 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $97.12 and a 1-year high of $101.46. The business’s 50-day simple moving average is $98.25 and its 200-day simple moving average is $99.12.

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.