Chesapeake Wealth Management Has $13.08 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Chesapeake Wealth Management increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.2% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 134,775 shares of the company’s stock after acquiring an additional 222 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 4.7% of Chesapeake Wealth Management’s portfolio, making the stock its 2nd largest position. Chesapeake Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $13,083,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in AGG. WMS Partners LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% during the 1st quarter. WMS Partners LLC now owns 96,744 shares of the company’s stock valued at $9,475,000 after buying an additional 901 shares in the last quarter. Envestnet Asset Management Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 5.7% during the fourth quarter. Envestnet Asset Management Inc. now owns 40,781,811 shares of the company’s stock valued at $4,047,595,000 after purchasing an additional 2,209,020 shares in the last quarter. Quantitative Strategies Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.2% in the fourth quarter. Quantitative Strategies Inc. now owns 2,470 shares of the company’s stock worth $245,000 after purchasing an additional 166 shares during the period. Waterloo Capital L.P. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 53.8% in the fourth quarter. Waterloo Capital L.P. now owns 93,649 shares of the company’s stock worth $9,295,000 after purchasing an additional 32,773 shares in the last quarter. Finally, Smith Shellnut Wilson LLC ADV lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.8% in the fourth quarter. Smith Shellnut Wilson LLC ADV now owns 58,830 shares of the company’s stock valued at $5,839,000 after acquiring an additional 2,152 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.1 %

NYSEARCA:AGG opened at $101.49 on Friday. The stock has a 50-day moving average price of $100.01 and a 200 day moving average price of $97.96. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $91.58 and a 12-month high of $102.04.

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.