Copperwynd Financial LLC Purchases 39,688 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Copperwynd Financial LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 100.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 79,180 shares of the company’s stock after purchasing an additional 39,688 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 2.0% of Copperwynd Financial LLC’s holdings, making the stock its 11th largest position. Copperwynd Financial LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,855,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of AGG. Briaud Financial Planning Inc bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at about $25,000. MTM Investment Management LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at about $37,000. AlphaCore Capital LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at about $40,000. Atlas Capital Advisors Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 66.7% in the 1st quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock valued at $49,000 after acquiring an additional 200 shares in the last quarter. Finally, Byrne Asset Management LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at about $53,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $100.14 on Thursday. The stock has a market capitalization of $132.14 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12. The business has a 50-day moving average of $99.71 and a 200-day moving average of $98.64. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $101.02.

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.