iShares Core U.S. Aggregate Bond ETF $AGG Position Boosted by LeConte Wealth Management LLC

LeConte Wealth Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 44.8% during the third quarter, Holdings Channel reports. The fund owned 86,496 shares of the company’s stock after acquiring an additional 26,749 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 5.8% of LeConte Wealth Management LLC’s investment portfolio, making the stock its 3rd biggest position. LeConte Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $8,671,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of AGG. Angeles Investment Advisors LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter worth $26,000. North Ridge Wealth Advisors Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter worth about $29,000. Transce3nd LLC lifted its position in 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 worth $48,000 after buying an additional 222 shares during the period. GAMMA Investing LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 509.3% in the 3rd quarter. GAMMA Investing LLC now owns 524 shares of the company’s stock worth $53,000 after buying an additional 438 shares during the last quarter. Finally, IMA Advisory Services Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at about $60,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $100.04 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $101.35. The company has a 50-day moving average of $100.35 and a 200-day moving average of $99.62. The company 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.