Fort Point Capital Partners LLC Grows Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Posted by Jessica Moore on Mar 16th, 2026

Fort Point Capital Partners LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 410,627 shares of the company’s stock after buying an additional 20,513 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 4.9% of Fort Point Capital Partners LLC’s holdings, making the stock its 3rd largest holding. Fort Point Capital Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $41,165,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of AGG. Angeles Investment Advisors LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at $26,000. North Ridge Wealth Advisors Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter worth $29,000. Collier Financial bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at $31,000. JCIC Asset Management Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at $32,000. Finally, Evolution Wealth Management Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at $40,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG opened at $99.21 on Monday. The firm’s 50-day simple moving average is $100.30 and its 200-day simple moving average is $100.28. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $96.15 and a twelve month high of $101.46. The firm has a market cap of $137.11 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

iShares Core U.S. Aggregate Bond ETF Company Profile

(Free Report)

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.