Hillcrest Wealth Advisors NY LLC Raises Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Hillcrest Wealth Advisors NY LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 26.7% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 94,740 shares of the company’s stock after buying an additional 19,965 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 3.8% of Hillcrest Wealth Advisors NY LLC’s holdings, making the stock its 9th largest position. Hillcrest Wealth Advisors NY LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $9,405,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of AGG. Kampmann Melissa S. grew its stake 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 valued at $1,051,000 after purchasing an additional 100 shares in the last quarter. Verus Wealth Management LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 1.3% in the first quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock valued at $800,000 after buying an additional 106 shares during the period. Stephens Consulting LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 9.4% in the 4th quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock valued at $129,000 after acquiring an additional 111 shares during the period. Hoge Financial Services LLC raised its position in shares of 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 valued at $851,000 after purchasing an additional 111 shares during the period. Finally, Retirement Planning Group LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% in the fourth quarter. Retirement Planning Group LLC now owns 6,640 shares of the company’s stock valued at $663,000 after purchasing an additional 114 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $98.61 on Friday. The stock has a market cap of $138.36 billion, a PE ratio of 124.57 and a beta of 0.25. The firm has a 50-day moving average of $98.76 and a 200-day moving average of $99.53. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $97.51 and a 52-week high of $101.46.

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.