ETF Portfolio Partners Inc. Grows Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

ETF Portfolio Partners Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 315,193 shares of the company’s stock after buying an additional 9,050 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 8.1% of ETF Portfolio Partners Inc.’s holdings, making the stock its 3rd largest holding. ETF Portfolio Partners Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $31,481,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Wiser Advisor Group LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at $29,000. North Ridge Wealth Advisors Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter worth $29,000. Collier Financial bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at $31,000. JCIC Asset Management Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at $32,000. Finally, Moisand Fitzgerald Tamayo LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 78.0% in the 4th quarter. Moisand Fitzgerald Tamayo LLC now owns 331 shares of the company’s stock valued at $33,000 after purchasing an additional 145 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG opened at $99.23 on Friday. The firm’s 50-day simple moving average is $100.01 and its 200-day simple moving average is $100.19. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $96.15 and a twelve month high of $101.46. The firm has a market cap of $138.60 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.