iShares Core U.S. Aggregate Bond ETF $AGG is Counterweight Ventures LLC’s 3rd Largest Position

Counterweight Ventures LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 14.6% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 74,026 shares of the company’s stock after acquiring an additional 9,431 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 4.1% of Counterweight Ventures LLC’s portfolio, making the stock its 3rd biggest holding. Counterweight Ventures LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,349,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Valley National Advisers Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF by 339.0% during the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after acquiring an additional 200 shares in the last quarter. Cresta Advisors Ltd. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $25,000. Blueline Advisors LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $25,000. First Command Advisory Services Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 321.2% in the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after purchasing an additional 212 shares in the last quarter. Finally, Wiser Advisor Group LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $29,000. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $98.61 on Friday. The firm has a fifty day moving average price of $98.76 and a two-hundred day moving average price of $99.53. iShares Core U.S. Aggregate Bond ETF has a one year low of $97.51 and a one year high of $101.46. The company has a market cap of $138.36 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.