iShares Core U.S. Aggregate Bond ETF $AGG Shares Purchased by Peterson Wealth Services

Peterson Wealth Services raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.7% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,688 shares of the company’s stock after buying an additional 149 shares during the quarter. Peterson Wealth Services’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $564,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in AGG. Linscomb Wealth Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.4% in the first quarter. Linscomb Wealth Inc. now owns 64,000 shares of the company’s stock valued at $6,331,000 after buying an additional 244 shares during the last quarter. Mascoma Wealth Management LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.1% during the first quarter. Mascoma Wealth Management LLC now owns 474,928 shares of the company’s stock worth $46,980,000 after purchasing an additional 31,299 shares during the last quarter. Charter Capital Management LLC DE purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at $3,459,000. Catalyst Capital Advisors LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 3.9% in the second quarter. Catalyst Capital Advisors LLC now owns 130,085 shares of the company’s stock valued at $12,904,000 after purchasing an additional 4,916 shares during the last quarter. Finally, Interactive Financial Advisors Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 0.8% during the first quarter. Interactive Financial Advisors Inc. now owns 144,383 shares of the company’s stock worth $14,282,000 after buying an additional 1,170 shares during the period. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $101.14 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $101.35. The business has a 50-day moving average of $100.14 and a two-hundred day moving average of $98.83. The stock has a market capitalization of $135.75 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.