JGP Wealth Management LLC Raises Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

JGP Wealth Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 21.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 58,960 shares of the company’s stock after purchasing an additional 10,460 shares during the quarter. JGP Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,889,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Contravisory Investment Management Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $129,000. Accelerate Investment Advisors LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 1.3% in the 4th quarter. Accelerate Investment Advisors LLC now owns 125,672 shares of the company’s stock worth $12,552,000 after buying an additional 1,552 shares during the last quarter. Aurdan Capital Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 92.5% in the 4th quarter. Aurdan Capital Management LLC now owns 6,615 shares of the company’s stock worth $661,000 after buying an additional 3,178 shares during the last quarter. Capital Asset Advisory Services LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 8.7% during the 4th quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock valued at $177,292,000 after acquiring an additional 141,584 shares during the period. Finally, Cultivar Capital Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% during the 4th quarter. Cultivar Capital Inc. now owns 243,154 shares of the company’s stock valued at $24,286,000 after acquiring an additional 4,043 shares during the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.4%

AGG opened at $99.03 on Tuesday. The stock has a market capitalization of $136.86 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The firm has a 50 day moving average price of $100.21 and a 200-day moving average price of $100.28. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $96.15 and a twelve month high of $101.46.

About iShares Core U.S. Aggregate Bond ETF

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.