Copia Wealth Management Has $38,000 Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Copia Wealth Management lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 29.8% in the first quarter, Holdings Channel.com reports. The fund owned 389 shares of the company’s stock after selling 165 shares during the period. Copia Wealth Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $38,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of AGG. Bradley & Co. Private Wealth Management LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $25,000. Greenline Partners LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $31,000. Bank of Jackson Hole Trust acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $35,000. Godsey & Gibb Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth about $46,000. Finally, Curio Wealth LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $50,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.3%

NYSEARCA AGG opened at $98.06 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $95.74 and a twelve month high of $102.04. The stock has a market cap of $124.54 billion, a P/E ratio of 124.57 and a beta of 0.24. The company’s 50-day simple moving average is $97.76 and its 200 day simple moving average is $97.79.

iShares Core U.S. Aggregate Bond ETF 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.