Sfam LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 6.1% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 136,727 shares of the company’s stock after acquiring an additional 7,878 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 12.6% of Sfam LLC’s holdings, making the stock its 2nd largest position. Sfam LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $13,573,000 at the end of the most recent quarter.
A number of other hedge funds also recently added to or reduced their stakes in AGG. NBC Securities Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 30.1% in the fourth quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock worth $5,932,000 after purchasing 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% during 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 purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $3,913,000. CPR Investments Inc. lifted its holdings in shares of 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 valued at $5,387,000 after buying an additional 36,256 shares during the period. Finally, Clearstead Advisors LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 22.2% during the 4th quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock valued at $21,688,000 after buying an additional 39,415 shares during the period. 83.63% of the stock is currently owned by hedge funds and other institutional investors.
iShares Core U.S. Aggregate Bond ETF Price Performance
AGG stock opened at $98.08 on Monday. The company has a market cap of $138.28 billion, a P/E ratio of 124.57 and a beta of 0.25. 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’s fifty day moving average price is $98.65 and its 200-day moving average price is $99.47.
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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