Perigon Wealth Management LLC Grows Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Perigon Wealth Management LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 286,661 shares of the company’s stock after purchasing an additional 14,274 shares during the quarter. Perigon Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $28,632,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Brighton Jones LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% during 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 in the last quarter. Revolve Wealth Partners LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 50.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after acquiring an additional 3,044 shares in the last quarter. Russell Investments Group Ltd. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $111,000. Schroder Investment Management Group lifted its stake in iShares Core U.S. Aggregate Bond ETF by 3.1% in the second quarter. Schroder Investment Management Group now owns 163,852 shares of the company’s stock worth $16,189,000 after acquiring an additional 4,926 shares during the last quarter. Finally, Edgestream Partners L.P. purchased a new position in iShares Core U.S. Aggregate Bond ETF in the second quarter worth approximately $971,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.2%

NYSEARCA AGG opened at $99.23 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.15 and a 52 week high of $101.46. The firm has a 50 day moving average of $100.03 and a two-hundred day moving average of $100.20. The stock has a market capitalization of $137.14 billion, a PE 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.