Edgestream Partners L.P. Makes New Investment in iShares Core U.S. Aggregate Bond ETF $AGG

Edgestream Partners L.P. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 9,784 shares of the company’s stock, valued at approximately $971,000.

A number of other institutional investors have also made changes to their positions in the stock. Wealthedge Investment Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 13.6% during the second quarter. Wealthedge Investment Advisors LLC now owns 6,076 shares of the company’s stock valued at $603,000 after purchasing an additional 728 shares during the last quarter. Smith Moore & CO. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the 2nd quarter. Smith Moore & CO. now owns 36,056 shares of the company’s stock worth $3,577,000 after buying an additional 466 shares during the period. Sepio Capital LP grew its stake in iShares Core U.S. Aggregate Bond ETF by 50.5% in the 2nd quarter. Sepio Capital LP now owns 14,867 shares of the company’s stock valued at $1,475,000 after buying an additional 4,986 shares during the last quarter. VestGen Advisors LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 10.9% in the 2nd quarter. VestGen Advisors LLC now owns 9,090 shares of the company’s stock worth $902,000 after acquiring an additional 892 shares during the period. Finally, Lido Advisors LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 7.7% during the 2nd quarter. Lido Advisors LLC now owns 587,842 shares of the company’s stock worth $58,314,000 after acquiring an additional 41,891 shares during the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $100.03 on Friday. The stock has a market capitalization of $134.61 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The company has a 50-day moving average of $100.47 and a two-hundred day moving average of $99.38. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week high of $101.35.

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.