iShares Core U.S. Aggregate Bond ETF $AGG Stock Position Increased by Kopp Family Office LLC

Kopp Family Office LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 58.8% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 275,258 shares of the company’s stock after purchasing an additional 101,898 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 18.8% of Kopp Family Office LLC’s holdings, making the stock its 2nd biggest position. Kopp Family Office LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $27,325,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Valley National Advisers Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% in the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after buying an additional 200 shares in the last quarter. Cresta Advisors Ltd. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $25,000. Blueline Advisors LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $25,000. First Command Advisory Services Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 321.2% during the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock valued at $28,000 after buying an additional 212 shares in the last quarter. Finally, Wiser Advisor Group LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $29,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $99.19 on Thursday. The stock has a market capitalization of $135.52 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 $97.51 and a 1 year high of $101.46. The business’s 50 day simple moving average is $98.86 and its 200-day simple moving average is $99.58.

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.