iShares Core U.S. Aggregate Bond ETF $AGG Shares Purchased by WCG Wealth Advisors LLC

WCG Wealth Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 83.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 126,189 shares of the company’s stock after purchasing an additional 57,326 shares during the period. WCG Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,603,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. Shepherd Street Advisors LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $1,009,000. Phillips Wealth Planners LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 5.3% in the 4th quarter. Phillips Wealth Planners LLC now owns 13,525 shares of the company’s stock valued at $1,352,000 after buying an additional 675 shares in the last quarter. CIBC Asset Management Inc lifted its stake in iShares Core U.S. Aggregate Bond ETF by 126.5% in the 4th quarter. CIBC Asset Management Inc now owns 17,975 shares of the company’s stock valued at $1,795,000 after buying an additional 10,038 shares in the last quarter. Dover Advisors LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 28.2% in the 4th quarter. Dover Advisors LLC now owns 6,179 shares of the company’s stock valued at $617,000 after buying an additional 1,360 shares in the last quarter. Finally, Bank of New York Mellon Corp lifted its stake in iShares Core U.S. Aggregate Bond ETF by 5.5% in the 4th quarter. Bank of New York Mellon Corp now owns 5,898,786 shares of the company’s stock valued at $589,171,000 after buying an additional 308,642 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $98.50 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.25 and a 1 year high of $101.46. The stock’s 50 day moving average price is $99.00 and its 200 day moving average price is $99.76. The firm has a market cap of $134.58 billion, a P/E ratio of 124.57 and a beta of 0.26.

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.