Wealthcare Capital Partners LLC Buys 5,123 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Wealthcare Capital Partners LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 15.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 38,949 shares of the company’s stock after buying an additional 5,123 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 1.8% of Wealthcare Capital Partners LLC’s holdings, making the stock its 9th biggest holding. Wealthcare Capital Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,905,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Brighton Jones LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% during the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after buying an additional 7,030 shares during the period. Revolve Wealth Partners LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 50.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after acquiring an additional 3,044 shares in the last quarter. Balboa Wealth Partners boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 33.1% during the 2nd quarter. Balboa Wealth Partners now owns 17,882 shares of the company’s stock valued at $1,774,000 after acquiring an additional 4,451 shares during the period. Stephens Inc. AR grew its position in iShares Core U.S. Aggregate Bond ETF by 100.6% in the 2nd quarter. Stephens Inc. AR now owns 176,258 shares of the company’s stock valued at $17,485,000 after acquiring an additional 88,397 shares in the last quarter. Finally, Orin Green Financial LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 7.2% in the 2nd quarter. Orin Green Financial LLC now owns 8,675 shares of the company’s stock valued at $861,000 after acquiring an additional 582 shares in the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $100.99 on Tuesday. The company’s 50-day simple moving average is $100.09 and its 200-day simple moving average is $100.09. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.15 and a 1 year high of $101.35. The stock has a market capitalization of $139.57 billion, a PE ratio of 124.57 and a beta of 0.25.

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.