Sonoma Allocations LLC Boosts Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Sonoma Allocations LLC raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2,196.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 103,256 shares of the company’s stock after purchasing an additional 98,759 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 3.4% of Sonoma Allocations LLC’s investment portfolio, making the stock its 9th biggest position. Sonoma Allocations LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,296,000 at the end of the most recent quarter.

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

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iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $98.90 on Friday. The company’s fifty day moving average price is $98.91 and its 200-day moving average price is $99.62. The firm has a market capitalization of $135.13 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a one year low of $97.51 and a one year high of $101.46.

iShares Core U.S. Aggregate Bond ETF Profile

(Free Report)

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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