Perigon Wealth Management LLC Boosts Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Perigon Wealth Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 286,661 shares of the company’s stock after acquiring an additional 14,274 shares during the period. Perigon Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $28,632,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Raymond James Financial Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 2.5% during the third quarter. Raymond James Financial Inc. now owns 79,246,704 shares of the company’s stock worth $7,944,482,000 after purchasing an additional 1,911,414 shares during the period. Bank of America Corp DE boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% in the third quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock valued at $4,644,198,000 after purchasing an additional 2,423,410 shares during the period. Mercer Global Advisors Inc. ADV boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 17.5% in the third quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock valued at $3,331,020,000 after purchasing an additional 4,942,715 shares during the period. Betterment LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.5% in the third quarter. Betterment LLC now owns 24,568,480 shares of the company’s stock valued at $2,462,990,000 after purchasing an additional 1,500,630 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.3% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 19,621,070 shares of the company’s stock valued at $1,962,495,000 after purchasing an additional 1,507,215 shares in the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.2%

Shares of AGG opened at $99.23 on Friday. The company has a market cap of $137.14 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $96.15 and a fifty-two week high of $101.46. The firm’s 50 day moving average price is $100.03 and its 200 day moving average price is $100.20.

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.