Bourgeon Capital Management LLC Acquires 1,821 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Bourgeon Capital Management LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 13.8% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 14,988 shares of the company’s stock after buying an additional 1,821 shares during the quarter. Bourgeon Capital Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,452,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the business. Mesirow Financial Investment Management Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 0.8% during the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock worth $1,283,000 after purchasing an additional 104 shares in the last quarter. Evergreen Capital Management LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.6% during the 2nd quarter. Evergreen Capital Management LLC now owns 16,518 shares of the company’s stock valued at $1,603,000 after acquiring an additional 105 shares in the last quarter. Howe & Rusling Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 2.4% in the 3rd quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock worth $447,000 after purchasing an additional 105 shares in the last quarter. Cornerstone Wealth Management LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% in the third quarter. Cornerstone Wealth Management LLC now owns 5,196 shares of the company’s stock valued at $526,000 after buying an additional 109 shares during the period. Finally, Heritage Wealth Management Inc. CA raised its holdings in iShares Core U.S. Aggregate Bond ETF by 0.7% in the 3rd quarter. Heritage Wealth Management Inc. CA now owns 17,410 shares of the company’s stock valued at $1,763,000 after buying an additional 116 shares during the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG opened at $97.24 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04. The firm has a 50 day moving average price of $97.55 and a two-hundred day moving average price of $98.92.

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.