JGP Wealth Management LLC Purchases 10,460 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

JGP Wealth Management LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 21.6% during the 4th quarter, HoldingsChannel reports. The firm owned 58,960 shares of the company’s stock after purchasing an additional 10,460 shares during the period. JGP Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,889,000 as of its most recent filing with the SEC.

A number of other large investors have also made changes to their positions in AGG. Brighton Jones LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% in the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after buying an additional 7,030 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 50.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after buying an additional 3,044 shares during the last quarter. Franklin Resources Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 0.6% in the second quarter. Franklin Resources Inc. now owns 694,167 shares of the company’s stock worth $68,861,000 after acquiring an additional 4,132 shares during the period. AlphaCore Capital LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 741.2% during the 2nd quarter. AlphaCore Capital LLC now owns 3,432 shares of the company’s stock worth $340,000 after acquiring an additional 3,024 shares during the last quarter. Finally, Titleist Asset Management LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 10.3% during the 2nd quarter. Titleist Asset Management LLC now owns 6,824 shares of the company’s stock worth $677,000 after acquiring an additional 635 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $99.03 on Tuesday. The stock has a 50-day simple moving average of $100.21 and a two-hundred day simple moving average of $100.28. The firm has a market capitalization of $136.86 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $96.15 and a 52-week high of $101.46.

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.