Woodside Wealth Management LLC Increases Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Woodside Wealth Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.1% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 6,137 shares of the company’s stock after purchasing an additional 125 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 0.5% of Woodside Wealth Management LLC’s portfolio, making the stock its 26th largest holding. Woodside Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $609,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in AGG. Briaud Financial Planning Inc purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter valued at approximately $25,000. MTM Investment Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth approximately $37,000. AlphaCore Capital LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at $40,000. Atlas Capital Advisors Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 66.7% in the 1st quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock valued at $49,000 after acquiring an additional 200 shares during the last quarter. Finally, Byrne Asset Management LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at $53,000. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.2%

NYSEARCA:AGG opened at $99.96 on Tuesday. The company has a market cap of $131.91 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $95.74 and a twelve month high of $101.02. The stock has a fifty day simple moving average of $99.65 and a 200-day simple moving average of $98.62.

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.