NewSquare Capital LLC Boosts Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

NewSquare Capital LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.6% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 134,400 shares of the company’s stock after acquiring an additional 10,622 shares during the quarter. NewSquare Capital LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $13,474,000 at the end of the most recent quarter.

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

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $100.53 on Thursday. The stock’s 50 day simple moving average is $100.32 and its 200 day simple moving average is $100.24. The firm has a market cap of $138.93 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.15 and a 1 year high of $101.46.

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.