iShares Core U.S. Aggregate Bond ETF $AGG Shares Purchased by Integrated Wealth Concepts LLC

Integrated Wealth Concepts LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.2% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 210,842 shares of the company’s stock after purchasing an additional 6,593 shares during the period. Integrated Wealth Concepts LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $21,137,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of AGG. Gotham Asset Management LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.4% during the third quarter. Gotham Asset Management LLC now owns 366,824 shares of the company’s stock valued at $36,774,000 after purchasing an additional 12,050 shares during the last quarter. Fagan Associates Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.5% in the 3rd quarter. Fagan Associates Inc. now owns 139,883 shares of the company’s stock worth $14,023,000 after purchasing an additional 3,438 shares during the last quarter. Focus Partners Wealth lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 16.4% in the 3rd quarter. Focus Partners Wealth now owns 1,105,559 shares of the company’s stock worth $110,913,000 after purchasing an additional 155,796 shares during the last quarter. Fort Point Capital Partners LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 5.3% during the 3rd quarter. Fort Point Capital Partners LLC now owns 410,627 shares of the company’s stock valued at $41,165,000 after purchasing an additional 20,513 shares during the period. Finally, Delos Wealth Advisors LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 10.1% during the 3rd quarter. Delos Wealth Advisors LLC now owns 27,194 shares of the company’s stock valued at $2,726,000 after purchasing an additional 2,500 shares during the period. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $99.21 on Monday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.15 and a 12 month high of $101.46. The stock has a fifty day moving average price of $100.30 and a 200 day moving average price of $100.28. The company has a market cap of $137.11 billion, a P/E 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.