Capital Financial Group Inc. Co. ADV Buys Shares of 31,110 iShares Core U.S. Aggregate Bond ETF $AGG

Capital Financial Group Inc. Co. ADV bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 31,110 shares of the company’s stock, valued at approximately $3,107,000. iShares Core U.S. Aggregate Bond ETF accounts for 1.7% of Capital Financial Group Inc. Co. ADV’s portfolio, making the stock its 15th largest holding.

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

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG opened at $98.85 on Tuesday. The stock has a market capitalization of $135.06 billion, a P/E ratio of 124.57 and a beta of 0.25. The company’s 50-day simple moving average is $98.93 and its two-hundred day simple moving average is $99.66. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $97.51 and a 52-week 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.