Stephens Consulting LLC Increases Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Stephens Consulting LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.6% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,020 shares of the company’s stock after purchasing an additional 193 shares during the quarter. Stephens Consulting LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,189,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Bradley & Co. Private Wealth Management LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $25,000. Greenline Partners LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $31,000. Bank of Jackson Hole Trust purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $35,000. Godsey & Gibb Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at about $46,000. Finally, Curio Wealth LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $50,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

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

NYSEARCA:AGG opened at $97.76 on Tuesday. The firm has a 50-day moving average price of $97.76 and a two-hundred day moving average price of $97.79. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $95.74 and a twelve month high of $102.04. The company has a market capitalization of $124.16 billion, a P/E ratio of 124.57 and a beta of 0.24.

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.