iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by Zhang Financial LLC

Zhang Financial LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 97.1% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 898,297 shares of the company’s stock after acquiring an additional 442,516 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 3.1% of Zhang Financial LLC’s investment portfolio, making the stock its 9th biggest holding. Zhang Financial LLC owned about 0.07% of iShares Core U.S. Aggregate Bond ETF worth $89,174,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. NBC Securities Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 30.1% in the 4th quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock valued at $5,932,000 after buying an additional 13,724 shares in the last quarter. Capital Asset Advisory Services LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.7% in the 4th quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock valued at $177,292,000 after buying an additional 141,584 shares during the last quarter. Curated Wealth Partners LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $3,913,000. CPR Investments Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF by 205.1% during the 4th quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock worth $5,387,000 after acquiring an additional 36,256 shares in the last quarter. Finally, Clearstead Advisors LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 22.2% in the fourth quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock valued at $21,688,000 after acquiring an additional 39,415 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $98.20 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $97.51 and a 1-year high of $101.46. The stock has a market cap of $138.63 billion, a PE ratio of 124.57 and a beta of 0.25. The firm has a fifty day moving average price of $98.55 and a 200 day moving average price of $99.40.

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.