Zhang Financial LLC Boosts Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Zhang Financial LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 31.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 289,103 shares of the company’s stock after buying an additional 69,636 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 1.2% of Zhang Financial LLC’s investment portfolio, making the stock its 19th biggest position. Zhang Financial LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $28,983,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% in the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after buying an additional 7,030 shares during the period. Revolve Wealth Partners LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 50.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after acquiring an additional 3,044 shares in the last quarter. Transcend Capital Advisors LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 4.4% during the 2nd quarter. Transcend Capital Advisors LLC now owns 7,141 shares of the company’s stock worth $708,000 after buying an additional 299 shares during the last quarter. Rossby Financial LCC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.1% during the second quarter. Rossby Financial LCC now owns 7,573 shares of the company’s stock valued at $751,000 after acquiring an additional 296 shares in the last quarter. Finally, Redwood Park Advisors LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.8% in the second quarter. Redwood Park Advisors LLC now owns 65,824 shares of the company’s stock worth $6,530,000 after buying an additional 3,014 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

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

Shares of NYSEARCA:AGG opened at $101.09 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $96.15 and a 52-week high of $101.35. The business has a 50-day moving average price of $100.21 and a 200-day moving average price of $100.17. The stock has a market cap of $139.71 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.