Stolz & Associates PS Invests $1.56 Million in iShares Core U.S. Aggregate Bond ETF $AGG

Stolz & Associates PS purchased a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 15,584 shares of the company’s stock, valued at approximately $1,557,000. iShares Core U.S. Aggregate Bond ETF comprises 1.2% of Stolz & Associates PS’s investment portfolio, making the stock its 13th biggest position.

Other hedge funds have also recently modified their holdings of the company. Valley National Advisers Inc. boosted its holdings in shares of 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 last quarter. Cresta Advisors Ltd. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $25,000. Wiser Advisor Group LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at about $29,000. North Ridge Wealth Advisors Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at about $29,000. Finally, Collier Financial purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at about $31,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.0%

Shares of NYSEARCA AGG opened at $98.01 on Tuesday. The company has a market cap of $133.91 billion, a PE ratio of 124.57 and a beta of 0.26. The firm’s 50-day moving average price is $99.24 and its 200-day moving average price is $99.91. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $96.66 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.