iShares Core U.S. Aggregate Bond ETF $AGG Shares Bought by Counterweight Ventures LLC

Counterweight Ventures LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 18.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 64,595 shares of the company’s stock after acquiring an additional 10,177 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 3.6% of Counterweight Ventures LLC’s portfolio, making the stock its 6th biggest position. Counterweight Ventures LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,452,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Wiser Advisor Group LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth about $29,000. North Ridge Wealth Advisors Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter valued at about $29,000. Collier Financial bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter worth about $31,000. JCIC Asset Management Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter worth about $32,000. Finally, Moisand Fitzgerald Tamayo LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 78.0% during the fourth quarter. Moisand Fitzgerald Tamayo LLC now owns 331 shares of the company’s stock worth $33,000 after purchasing an additional 145 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $99.27 on Wednesday. The business has a 50 day moving average of $100.07 and a 200-day moving average of $100.22. The company has a market capitalization of $137.19 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.15 and a 1 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.