Axxcess Wealth Management LLC Has $186.41 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Axxcess Wealth Management LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.3% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 1,859,432 shares of the company’s stock after buying an additional 109,852 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 3.9% of Axxcess Wealth Management LLC’s investment portfolio, making the stock its 2nd largest position. Axxcess Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $186,408,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Angeles Investment Advisors LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at $26,000. North Ridge Wealth Advisors Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at about $29,000. Collier Financial bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at about $31,000. JCIC Asset Management Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at about $32,000. Finally, Evolution Wealth Management Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the third quarter worth about $40,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.0%

AGG opened at $101.00 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $96.15 and a twelve month high of $101.35. The company’s 50-day moving average price is $100.11 and its two-hundred day moving average price is $100.11. The stock has a market cap of $139.58 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.