Calamos Wealth Management LLC Boosts Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Calamos Wealth Management LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 147,983 shares of the company’s stock after acquiring an additional 9,119 shares during the period. Calamos Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $14,835,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in AGG. VAUGHAN & Co SECURITIES INC. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% in the 2nd quarter. VAUGHAN & Co SECURITIES INC. now owns 6,539 shares of the company’s stock valued at $649,000 after purchasing an additional 104 shares during the last quarter. Fiera Capital Corp lifted its stake in iShares Core U.S. Aggregate Bond ETF by 1.1% in the second quarter. Fiera Capital Corp now owns 9,815 shares of the company’s stock valued at $974,000 after buying an additional 105 shares during the last quarter. Vestia Personal Wealth Advisors boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% in the second quarter. Vestia Personal Wealth Advisors now owns 2,167 shares of the company’s stock valued at $215,000 after acquiring an additional 107 shares during the period. Pathway Financial Advisors LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% in the third quarter. Pathway Financial Advisors LLC now owns 14,255 shares of the company’s stock valued at $1,429,000 after acquiring an additional 109 shares during the period. Finally, Friedenthal Financial grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.0% during the third quarter. Friedenthal Financial now owns 1,651 shares of the company’s stock worth $166,000 after acquiring an additional 122 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $100.12 on Wednesday. The firm’s fifty day simple moving average is $100.30 and its 200-day simple moving average is $99.68. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $101.35. The stock has a market capitalization of $134.73 billion, a price-to-earnings 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.