JGP Wealth Management LLC Acquires 18,846 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

JGP Wealth Management LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 35.6% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 71,752 shares of the company’s stock after acquiring an additional 18,846 shares during the quarter. JGP Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,102,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in AGG. Kampmann Melissa S. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% during the 4th quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock valued at $1,051,000 after purchasing an additional 100 shares in the last quarter. Verus Wealth Management LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.3% in the first quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock worth $800,000 after purchasing an additional 106 shares in the last quarter. Childress Capital Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 1.0% during the first quarter. Childress Capital Advisors LLC now owns 10,646 shares of the company’s stock worth $1,057,000 after buying an additional 107 shares during the last quarter. Hoge Financial Services LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 1.3% during the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after buying an additional 111 shares during the last quarter. Finally, Retirement Planning Group LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 1.7% during the fourth quarter. Retirement Planning Group LLC now owns 6,640 shares of the company’s stock valued at $663,000 after buying an additional 114 shares in the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $97.71 on Thursday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.12 and a fifty-two week high of $101.46. The business has a 50-day moving average of $98.34 and a two-hundred day moving average of $99.17. The stock has a market capitalization of $137.88 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.