iShares Core U.S. Aggregate Bond ETF $AGG is Colton Groome Financial Advisors LLC’s 3rd Largest Position

Colton Groome Financial Advisors LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 11.3% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 245,643 shares of the company’s stock after acquiring an additional 24,881 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 7.0% of Colton Groome Financial Advisors LLC’s portfolio, making the stock its 3rd largest holding. Colton Groome Financial Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $24,535,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of AGG. Valley National Advisers Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 339.0% in the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after buying an additional 200 shares during the last quarter. Cresta Advisors Ltd. purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $25,000. Blueline Advisors LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $25,000. Wiser Advisor Group LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth about $29,000. Finally, North Ridge Wealth Advisors Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth about $29,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGG opened at $99.06 on Monday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.23 and a fifty-two week high of $101.46. The business has a 50-day simple moving average of $99.02 and a two-hundred day simple moving average of $99.80. The firm has a market cap of $135.35 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26.

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.