iShares Core U.S. Aggregate Bond ETF $AGG Stock Holdings Lifted by Chesapeake Wealth Management

Chesapeake Wealth Management grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.2% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 202,075 shares of the company’s stock after purchasing an additional 8,124 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 5.6% of Chesapeake Wealth Management’s portfolio, making the stock its biggest position. Chesapeake Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $20,001,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of AGG. Midwest Professional Planners LTD. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 7.5% during the second quarter. Midwest Professional Planners LTD. now owns 68,382 shares of the company’s stock worth $6,768,000 after buying an additional 4,784 shares during the period. Investors Research Corp increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 73.4% in the 2nd quarter. Investors Research Corp now owns 352 shares of the company’s stock valued at $35,000 after acquiring an additional 149 shares during the period. Keeler Thomas Management LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 681.3% in the 2nd quarter. Keeler Thomas Management LLC now owns 23,017 shares of the company’s stock valued at $2,278,000 after acquiring an additional 20,071 shares during the period. Triumph Capital Management raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.3% in the 2nd quarter. Triumph Capital Management now owns 7,948 shares of the company’s stock worth $787,000 after acquiring an additional 473 shares in the last quarter. Finally, Financial Life Advisors bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth $310,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $96.77 on Wednesday. The company has a market capitalization of $136.55 billion, a PE ratio of 124.57 and a beta of 0.25. The company has a 50-day simple moving average of $97.89 and a two-hundred day simple moving average of $98.83. iShares Core U.S. Aggregate Bond ETF has a one year low of $96.75 and a one year high of $101.46.

iShares Core U.S. Aggregate Bond ETF 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.