Counterweight Ventures LLC Has $7.35 Million Position in iShares Core U.S. Aggregate Bond ETF $AGG

Counterweight Ventures LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 14.6% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 74,026 shares of the company’s stock after acquiring an additional 9,431 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 4.1% of Counterweight Ventures LLC’s investment portfolio, making the stock its 3rd largest holding. Counterweight Ventures LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,349,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in AGG. Raymond James Financial Inc. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.0% in the fourth quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock worth $8,465,912,000 after purchasing an additional 5,514,115 shares in the last quarter. Bank of America Corp DE lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 16.0% during the 4th quarter. Bank of America Corp DE now owns 53,737,402 shares of the company’s stock valued at $5,367,292,000 after buying an additional 7,411,242 shares in the last quarter. US Bancorp DE lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.2% during the 4th quarter. US Bancorp DE now owns 42,844,111 shares of the company’s stock valued at $4,279,296,000 after buying an additional 489,837 shares in the last quarter. Mercer Global Advisors Inc. ADV boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 9.1% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 36,259,568 shares of the company’s stock worth $3,621,605,000 after buying an additional 3,032,433 shares during the period. Finally, Morgan Stanley boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 4.0% in the 4th quarter. Morgan Stanley now owns 32,483,415 shares of the company’s stock worth $3,244,444,000 after buying an additional 1,245,217 shares during the period. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.61 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $97.51 and a 1-year high of $101.46. The firm has a market capitalization of $138.36 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The firm has a 50 day simple moving average of $98.76 and a 200 day simple moving average of $99.53.

About iShares Core U.S. Aggregate Bond ETF

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.