Westshore Wealth LLC Has $592,000 Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Westshore Wealth LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGGet Rating) by 65.6% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,821 shares of the company’s stock after purchasing an additional 2,305 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 0.4% of Westshore Wealth LLC’s holdings, making the stock its 28th largest position. Westshore Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $592,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of the company. FSC Wealth Advisors LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth about $1,339,000. Miracle Mile Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 287.7% during the 2nd quarter. Miracle Mile Advisors LLC now owns 234,420 shares of the company’s stock valued at $23,836,000 after acquiring an additional 173,959 shares during the last quarter. PDS Planning Inc increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 18.4% during the 2nd quarter. PDS Planning Inc now owns 329,346 shares of the company’s stock valued at $33,488,000 after acquiring an additional 51,166 shares during the last quarter. Marcum Wealth LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 16.2% during the 2nd quarter. Marcum Wealth LLC now owns 64,116 shares of the company’s stock valued at $6,519,000 after acquiring an additional 8,918 shares during the last quarter. Finally, Pittenger & Anderson Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 52.9% during the 2nd quarter. Pittenger & Anderson Inc. now owns 1,644 shares of the company’s stock valued at $167,000 after acquiring an additional 569 shares during the last quarter. 82.23% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG traded down $0.40 during mid-day trading on Friday, reaching $97.10. 203,566 shares of the company traded hands, compared to its average volume of 6,465,061. The company’s fifty day moving average is $101.53 and its two-hundred day moving average is $102.91. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.40 and a fifty-two week high of $115.94.

iShares Core U.S. Aggregate Bond ETF Company Profile

(Get Rating)

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.

See Also

Want to see what other hedge funds are holding AGG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGGet Rating).

Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Receive News & Ratings for iShares Core U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.