iShares Core U.S. Aggregate Bond ETF $AGG Stock Position Lifted by WCG Wealth Advisors LLC

WCG Wealth Advisors LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 18.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 68,863 shares of the company’s stock after acquiring an additional 10,905 shares during the quarter. WCG Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,904,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Rothschild Investment LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 4.4% during the third quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock worth $245,000 after purchasing an additional 102 shares during the last quarter. Woodside Wealth Management LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 1.7% during the third quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock valued at $626,000 after purchasing an additional 104 shares during the last quarter. Fiera Capital Corp increased its stake in iShares Core U.S. Aggregate Bond ETF by 1.1% during the second quarter. Fiera Capital Corp now owns 9,815 shares of the company’s stock valued at $974,000 after purchasing an additional 105 shares during the last quarter. Realta Investment Advisors raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% during the third quarter. Realta Investment Advisors now owns 11,327 shares of the company’s stock worth $1,135,000 after purchasing an additional 105 shares during the period. Finally, Pathway Financial Advisors LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% in the 3rd quarter. Pathway Financial Advisors LLC now owns 14,255 shares of the company’s stock worth $1,429,000 after buying an additional 109 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 $99.21 on Friday. iShares Core U.S. Aggregate Bond ETF has a one year low of $96.15 and a one year high of $101.46. The company has a 50-day simple moving average of $100.30 and a 200-day simple moving average of $100.27. The firm has a market capitalization of $137.11 billion, a PE ratio of 124.57 and a beta of 0.25.

iShares Core U.S. Aggregate Bond ETF 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.