iShares Core U.S. Aggregate Bond ETF $AGG Stake Increased by Oldfather Financial Services LLC

Oldfather Financial Services LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 14.2% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 117,091 shares of the company’s stock after acquiring an additional 14,596 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 3.5% of Oldfather Financial Services LLC’s investment portfolio, making the stock its 7th biggest position. Oldfather Financial Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,695,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Wiser Advisor Group LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the third quarter valued at about $29,000. North Ridge Wealth Advisors Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the second quarter worth about $29,000. Collier Financial purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth about $31,000. JCIC Asset Management Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth about $32,000. Finally, Moisand Fitzgerald Tamayo LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 78.0% during the 4th quarter. Moisand Fitzgerald Tamayo LLC now owns 331 shares of the company’s stock valued at $33,000 after purchasing an additional 145 shares during the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.3%

Shares of NYSEARCA AGG opened at $99.00 on Thursday. The stock’s 50-day moving average is $100.05 and its 200 day moving average is $100.21. The stock has a market cap of $136.82 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $96.15 and a 1-year high of $101.46.

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.