Juncture Wealth Strategies LLC Makes New Investment in iShares Core U.S. Aggregate Bond ETF $AGG

Juncture Wealth Strategies LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the third quarter, Holdings Channel reports. The firm purchased 113,074 shares of the company’s stock, valued at approximately $10,690,000. iShares Core U.S. Aggregate Bond ETF accounts for approximately 2.7% of Juncture Wealth Strategies LLC’s holdings, making the stock its 5th largest holding.

Several other institutional investors have also recently bought and sold shares of AGG. Bangor Savings Bank bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $91,000. Colton Groome Financial Advisors LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 3.8% in the third quarter. Colton Groome Financial Advisors LLC now owns 280,863 shares of the company’s stock worth $26,553,000 after purchasing an additional 10,322 shares during the last quarter. Iowa State Bank bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at approximately $1,636,000. Legacy Private Trust Co. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at approximately $19,646,000. Finally, Rosenberg Matthew Hamilton boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 10.5% during the third quarter. Rosenberg Matthew Hamilton now owns 2,301 shares of the company’s stock valued at $218,000 after buying an additional 219 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2%

iShares Core U.S. Aggregate Bond ETF stock traded up $0.23 during trading on Tuesday, hitting $94.36. 13,705,641 shares of the company were exchanged, compared to its average volume of 9,485,919. The business’s 50 day moving average is $96.66 and its 200 day moving average is $98.02. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $93.83 and a 52 week high of $101.46. The company has a market capitalization of $135.46 billion, a P/E ratio of 124.57 and a beta of 0.26.

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.