Fort Point Capital Partners LLC Has $41.17 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Fort Point Capital Partners LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.3% during the 3rd quarter, Holdings Channel reports. The fund owned 410,627 shares of the company’s stock after acquiring an additional 20,513 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 4.9% of Fort Point Capital Partners LLC’s portfolio, making the stock its 3rd biggest position. Fort Point Capital Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $41,165,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Angeles Investment Advisors LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at $26,000. North Ridge Wealth Advisors Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the second quarter worth $29,000. Collier Financial bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter worth $31,000. JCIC Asset Management Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter worth $32,000. Finally, Evolution Wealth Management Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter worth $40,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGG opened at $99.21 on Monday. The business has a fifty day moving average of $100.30 and a 200-day moving average of $100.28. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $96.15 and a twelve month high of $101.46. The firm has a market cap of $137.11 billion, a PE ratio of 124.57 and a beta of 0.25.

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.