Bowie Capital Management LLC Boosts Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Bowie Capital Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 80.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,000 shares of the company’s stock after acquiring an additional 8,000 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 0.1% of Bowie Capital Management LLC’s portfolio, making the stock its 24th biggest position. Bowie Capital Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,787,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. NBC Securities Inc. increased its holdings in shares of 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 valued at $5,932,000 after purchasing an additional 13,724 shares during the period. Curated Wealth Partners LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $3,913,000. CPR Investments Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 205.1% during the fourth quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock worth $5,387,000 after purchasing an additional 36,256 shares during the period. AK Global Asset Management LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $1,808,000. Finally, Clearstead Advisors LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 22.2% in 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 last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.2%

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $97.58 on Thursday. The firm has a market cap of $137.75 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. 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’s 50-day simple moving average is $98.49 and its 200-day simple moving average is $99.35.

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.