Charter Capital Management LLC DE Invests $3.46 Million in iShares Core U.S. Aggregate Bond ETF $AGG

Charter Capital Management LLC DE purchased a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 34,873 shares of the company’s stock, valued at approximately $3,459,000. iShares Core U.S. Aggregate Bond ETF accounts for 2.0% of Charter Capital Management LLC DE’s holdings, making the stock its 8th largest position.

Several other hedge funds have also added to or reduced their stakes in the business. DB Fitzpatrick & Co Inc lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 2.0% during the second quarter. DB Fitzpatrick & Co Inc now owns 411,337 shares of the company’s stock worth $40,805,000 after acquiring an additional 8,259 shares in the last quarter. Vannoy Advisory Group Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% during the second quarter. Vannoy Advisory Group Inc. now owns 16,701 shares of the company’s stock worth $1,657,000 after purchasing an additional 163 shares during the period. Accurate Wealth Management LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.2% during the second quarter. Accurate Wealth Management LLC now owns 68,804 shares of the company’s stock worth $6,774,000 after purchasing an additional 2,769 shares during the period. Maseco LLP bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at about $473,000. Finally, Cranbrook Wealth Management LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 34.6% in the 2nd quarter. Cranbrook Wealth Management LLC now owns 1,394 shares of the company’s stock valued at $138,000 after purchasing an additional 358 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $100.33 on Wednesday. The stock has a market cap of $130.18 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12. The business has a 50 day simple moving average of $99.31 and a 200 day simple moving average of $98.52. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week high of $101.62.

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.