Valpey Financial Services LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 9,942.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,872,830 shares of the company’s stock after purchasing an additional 2,844,222 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 1.5% of Valpey Financial Services LLC’s portfolio, making the stock its 15th biggest holding. Valpey Financial Services LLC owned about 0.21% of iShares Core U.S. Aggregate Bond ETF worth $286,938,000 at the end of the most recent reporting period.
Several other large investors have also recently made changes to their positions in the company. Kampmann Melissa S. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% in the 4th quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock valued at $1,051,000 after purchasing an additional 100 shares during the period. Rothschild Investment LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the 3rd quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock valued at $245,000 after purchasing an additional 102 shares during the period. Woodside Wealth Management LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.7% in the 3rd quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock worth $626,000 after acquiring an additional 104 shares in the last quarter. Stephens Consulting LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 9.4% in the 4th quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after acquiring an additional 111 shares in the last quarter. Finally, Hoge Financial Services LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.3% in the 4th quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after acquiring an additional 111 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.
iShares Core U.S. Aggregate Bond ETF Stock Performance
Shares of NYSEARCA AGG opened at $99.00 on Friday. The firm has a market cap of $135.26 billion, a PE ratio of 124.57 and a beta of 0.26. The firm has a fifty day moving average of $99.03 and a 200 day moving average of $99.80. iShares Core U.S. Aggregate Bond ETF has a one year low of $97.23 and a one year high of $101.46.
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.
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