Perigon Wealth Management LLC Sells 21,755 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Perigon Wealth Management LLC cut its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 272,387 shares of the company’s stock after selling 21,755 shares during the period. Perigon Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $27,307,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in AGG. Peddock Capital Advisors LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% during the third quarter. Peddock Capital Advisors LLC now owns 136,918 shares of the company’s stock worth $13,726,000 after purchasing an additional 650 shares during the period. Sowell Financial Services LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 0.4% during the 3rd quarter. Sowell Financial Services LLC now owns 205,284 shares of the company’s stock worth $20,580,000 after buying an additional 786 shares during the period. Thompson Investment Management Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 10.8% during the 3rd quarter. Thompson Investment Management Inc. now owns 42,040 shares of the company’s stock worth $4,215,000 after buying an additional 4,094 shares during the period. Founders Grove Wealth Partners LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 324.8% in the third quarter. Founders Grove Wealth Partners LLC now owns 89,620 shares of the company’s stock valued at $8,984,000 after acquiring an additional 68,522 shares during the period. Finally, FSM Wealth Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.4% in the third quarter. FSM Wealth Advisors LLC now owns 3,032 shares of the company’s stock valued at $304,000 after acquiring an additional 208 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

AGG stock opened at $100.04 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $95.74 and a 52 week high of $101.35. The company has a market capitalization of $134.62 billion, a PE ratio of 124.57 and a beta of 0.25. The company’s 50-day simple moving average is $100.35 and its 200 day simple moving average is $99.64.

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.