Chicago Partners Investment Group LLC Boosts Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Chicago Partners Investment Group LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.7% in the first quarter, Holdings Channel reports. The fund owned 102,028 shares of the company’s stock after acquiring an additional 7,265 shares during the quarter. Chicago Partners Investment Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,163,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently modified their holdings of AGG. Kampmann Melissa S. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% in the fourth quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock valued at $1,051,000 after buying an additional 100 shares during the period. Verus Wealth Management LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the 1st quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock worth $800,000 after acquiring an additional 106 shares during the period. Childress Capital Advisors LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.0% in the 1st quarter. Childress Capital Advisors LLC now owns 10,646 shares of the company’s stock worth $1,057,000 after acquiring an additional 107 shares during the last quarter. Stephens Consulting LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 9.4% in the 4th quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after acquiring an additional 111 shares during the last quarter. Finally, Hoge Financial Services LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.3% in the 4th quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after acquiring an additional 111 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $98.08 on Monday. The company has a market cap of $138.28 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46. The firm’s 50-day simple moving average is $98.65 and its two-hundred day simple moving average is $99.47.

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.