iShares Core U.S. Aggregate Bond ETF $AGG Position Raised by Baker Avenue Asset Management LP

Baker Avenue Asset Management LP lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.2% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 904,246 shares of the company’s stock after acquiring an additional 61,017 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 2.1% of Baker Avenue Asset Management LP’s portfolio, making the stock its 9th largest holding. Baker Avenue Asset Management LP’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $90,316,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of the company. Kampmann Melissa S. boosted its position in iShares Core U.S. Aggregate Bond ETF by 1.0% in the fourth quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after purchasing an additional 100 shares during the last quarter. Rothschild Investment LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 4.4% in the third quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock worth $245,000 after purchasing an additional 102 shares during the last quarter. Woodside Wealth Management LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 1.7% in the third quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock worth $626,000 after purchasing an additional 104 shares during the last quarter. Stephens Consulting LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 9.4% in the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after purchasing an additional 111 shares during the last quarter. Finally, Hoge Financial Services LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 1.3% in the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after purchasing an additional 111 shares during the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGG opened at $98.80 on Thursday. The stock has a market capitalization of $134.99 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. The stock’s 50-day simple moving average is $99.04 and its two-hundred day simple moving average is $99.81. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $97.23 and a 52-week high of $101.46.

iShares Core U.S. Aggregate Bond ETF Company 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.