Compass Financial Group Inc. Ohio Purchases Shares of 16,942 iShares Core U.S. Aggregate Bond ETF $AGG

Compass Financial Group Inc. Ohio acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 16,942 shares of the company’s stock, valued at approximately $1,692,000. iShares Core U.S. Aggregate Bond ETF makes up 1.2% of Compass Financial Group Inc. Ohio’s investment portfolio, making the stock its 23rd largest holding.

Several other institutional investors also recently modified their holdings of AGG. Curated Wealth Partners LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $3,913,000. NBC Securities Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 30.1% during the 4th quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock worth $5,932,000 after purchasing an additional 13,724 shares in the last quarter. CPR Investments Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 205.1% in the 4th quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock valued at $5,387,000 after purchasing an additional 36,256 shares during the last quarter. Capital Asset Advisory Services LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 8.7% in the fourth quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock valued at $177,292,000 after buying an additional 141,584 shares in the last quarter. Finally, Bright Financial Advisors Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 7.1% in the third quarter. Bright Financial Advisors Inc. now owns 353,529 shares of the company’s stock valued at $35,441,000 after buying an additional 23,511 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $98.90 on Friday. The stock has a market cap of $135.13 billion, a P/E ratio of 124.57 and a beta of 0.25. The stock’s 50-day moving average is $98.90 and its 200-day moving average is $99.61. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $97.51 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.