Stockman Wealth Management Inc. Increases Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Stockman Wealth Management Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 26.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 26,513 shares of the company’s stock after buying an additional 5,506 shares during the quarter. Stockman Wealth Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,658,000 as of its most recent SEC filing.

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

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG opened at $100.04 on Friday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $101.35. The firm has a 50-day moving average of $100.35 and a 200 day moving average of $99.62. The firm has a market cap of $134.62 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.