Dock Street Asset Management Inc. Takes Position in iShares Core U.S. Aggregate Bond ETF $AGG

Dock Street Asset Management Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 7,731 shares of the company’s stock, valued at approximately $775,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Duncker Streett & Co. Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 52.5% in the third quarter. Duncker Streett & Co. Inc. now owns 2,735 shares of the company’s stock valued at $274,000 after purchasing an additional 942 shares in the last quarter. Wingate Wealth Advisors Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 3.7% during the third quarter. Wingate Wealth Advisors Inc. now owns 30,936 shares of the company’s stock worth $3,101,000 after purchasing an additional 1,093 shares in the last quarter. Invested Advisors purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $4,740,000. Steinberganna Wealth Management acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at $1,785,000. Finally, BKM Wealth Management LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.8% in the 3rd quarter. BKM Wealth Management LLC now owns 5,708 shares of the company’s stock valued at $572,000 after buying an additional 462 shares in 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

NYSEARCA AGG opened at $99.94 on Friday. The firm’s fifty day moving average price is $100.15 and its 200 day moving average price is $99.75. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $101.35. The company has a market capitalization of $136.20 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.