Stolz & Associates PS Acquires Shares of 15,584 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) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor 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 holdings, making the stock its 13th largest holding.

Several other hedge funds and other institutional investors also recently made changes to their positions in AGG. Raymond James Financial Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.5% in the 3rd quarter. Raymond James Financial Inc. now owns 79,246,704 shares of the company’s stock worth $7,944,482,000 after purchasing an additional 1,911,414 shares during the last quarter. Bank of America Corp DE raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% in the 3rd quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock worth $4,644,198,000 after purchasing an additional 2,423,410 shares during the last quarter. US Bancorp DE raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.2% in the 4th quarter. US Bancorp DE now owns 42,844,111 shares of the company’s stock worth $4,279,296,000 after purchasing an additional 489,837 shares during the last quarter. Mercer Global Advisors Inc. ADV raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 17.5% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock worth $3,331,020,000 after purchasing an additional 4,942,715 shares during the last quarter. Finally, Betterment LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.5% in the 3rd quarter. Betterment LLC now owns 24,568,480 shares of the company’s stock worth $2,462,990,000 after purchasing an additional 1,500,630 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $98.01 on Tuesday. The stock has a 50-day moving average price of $99.24 and a 200-day moving average price of $99.91. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.66 and a 1 year high of $101.46. The firm has a market cap of $133.91 billion, a PE ratio of 124.57 and a beta of 0.26.

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.