Westside Investment Management Inc. Has $8.02 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Westside Investment Management Inc. raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.7% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 80,817 shares of the company’s stock after acquiring an additional 2,131 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 1.5% of Westside Investment Management Inc.’s investment portfolio, making the stock its 12th largest holding. Westside Investment Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $8,016,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of the company. Jones Financial Companies Lllp grew its holdings in iShares Core U.S. Aggregate Bond ETF by 7.5% during the first quarter. Jones Financial Companies Lllp now owns 138,625,924 shares of the company’s stock worth $13,686,743,000 after purchasing an additional 9,678,339 shares during the period. Raymond James Financial Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the first quarter. Raymond James Financial Inc. now owns 81,294,683 shares of the company’s stock valued at $8,041,669,000 after buying an additional 3,421,606 shares during the last quarter. Envestnet Asset Management Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 11.8% during the 2nd quarter. Envestnet Asset Management Inc. now owns 54,218,326 shares of the company’s stock worth $5,378,443,000 after acquiring an additional 5,728,914 shares during the period. US Bancorp DE increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 29.1% during the 2nd quarter. US Bancorp DE now owns 43,988,044 shares of the company’s stock worth $4,363,640,000 after acquiring an additional 9,922,958 shares during the last quarter. Finally, Betterment LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 10.0% in the 1st quarter. Betterment LLC now owns 21,876,462 shares of the company’s stock valued at $2,164,020,000 after acquiring an additional 1,983,074 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $100.54 on Monday. iShares Core U.S. Aggregate Bond ETF has a one year low of $95.74 and a one year high of $101.35. The stock has a market cap of $135.30 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The company has a fifty day moving average price of $100.32 and a two-hundred day moving average price of $98.97.

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.