Balboa Wealth Partners Grows Position in iShares Core U.S. Aggregate Bond ETF $AGG

Balboa Wealth Partners increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 33.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 17,882 shares of the company’s stock after buying an additional 4,451 shares during the quarter. Balboa Wealth Partners’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,774,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Calamos Wealth Management LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 0.4% during the 2nd quarter. Calamos Wealth Management LLC now owns 138,864 shares of the company’s stock valued at $13,775,000 after buying an additional 593 shares during the period. Forvis Mazars Wealth Advisors LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.8% during the second quarter. Forvis Mazars Wealth Advisors LLC now owns 1,416,506 shares of the company’s stock valued at $140,517,000 after acquiring an additional 24,816 shares during the last quarter. Wingate Wealth Advisors Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 461.2% during the second quarter. Wingate Wealth Advisors Inc. now owns 29,843 shares of the company’s stock worth $2,960,000 after purchasing an additional 24,525 shares during the period. Joseph P. Lucia & Associates LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.7% in the second quarter. Joseph P. Lucia & Associates LLC now owns 42,838 shares of the company’s stock worth $4,250,000 after purchasing an additional 2,322 shares during the last quarter. Finally, International Assets Investment Management LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 4.8% during the 2nd quarter. International Assets Investment Management LLC now owns 24,000 shares of the company’s stock valued at $2,381,000 after purchasing an additional 1,093 shares during the period. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $100.96 on Monday. iShares Core U.S. Aggregate Bond ETF has a one year low of $95.74 and a one year high of $101.11. The business has a 50 day simple moving average of $99.93 and a two-hundred day simple moving average of $98.74. The firm has a market capitalization of $134.25 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12.

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.