Westfuller Advisors LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 36.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 49,904 shares of the company’s stock after acquiring an additional 13,272 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 2.1% of Westfuller Advisors LLC’s investment portfolio, making the stock its 9th largest holding. Westfuller Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,954,000 at the end of the most recent quarter.
Other hedge funds also recently added to or reduced their stakes in the company. NBC Securities Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF by 30.1% during the 4th quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock worth $5,932,000 after buying an additional 13,724 shares during the last quarter. Capital Asset Advisory Services LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 8.7% in the fourth 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 in the fourth quarter worth about $3,913,000. CPR Investments Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 205.1% in the fourth 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 grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 22.2% during the fourth quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock worth $21,688,000 after acquiring an additional 39,415 shares during the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.
iShares Core U.S. Aggregate Bond ETF Price Performance
AGG opened at $98.61 on Monday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $97.51 and a 52-week high of $101.46. The company has a market cap of $138.36 billion, a P/E ratio of 124.57 and a beta of 0.25. The firm’s 50-day moving average price is $98.76 and its 200-day moving average price is $99.53.
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.
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