Colton Groome Financial Advisors LLC Increases Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Colton Groome Financial Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 11.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 245,643 shares of the company’s stock after purchasing an additional 24,881 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 7.0% of Colton Groome Financial Advisors LLC’s holdings, making the stock its 3rd biggest position. Colton Groome Financial Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $24,535,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Valley National Advisers Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 339.0% in the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after purchasing an additional 200 shares in the last quarter. Cresta Advisors Ltd. bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $25,000. Blueline Advisors LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $25,000. Wiser Advisor Group LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth about $29,000. Finally, North Ridge Wealth Advisors Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth about $29,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $99.06 on Monday. The stock has a market cap of $135.35 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. The firm’s 50-day moving average is $99.02 and its 200 day moving average is $99.80. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.23 and a 1 year 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.