Elm Partners Management LLC Purchases 109,813 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Elm Partners Management LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 60.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 291,724 shares of the company’s stock after purchasing an additional 109,813 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 1.3% of Elm Partners Management LLC’s holdings, making the stock its 18th biggest holding. Elm Partners Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $29,137,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently modified their holdings of the stock. Waterloo Capital L.P. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% in the fourth quarter. Waterloo Capital L.P. now owns 62,329 shares of the company’s stock worth $6,225,000 after purchasing an additional 1,289 shares during the period. Founders Financial Securities LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 21.6% in the fourth quarter. Founders Financial Securities LLC now owns 276,577 shares of the company’s stock worth $27,624,000 after purchasing an additional 49,064 shares during the period. Turn8 Private Wealth Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% in the fourth quarter. Turn8 Private Wealth Inc. now owns 25,256 shares of the company’s stock worth $2,523,000 after purchasing an additional 211 shares during the period. Measured Wealth Private Client Group LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 16.8% in the fourth quarter. Measured Wealth Private Client Group LLC now owns 29,020 shares of the company’s stock worth $2,899,000 after purchasing an additional 4,171 shares during the period. Finally, Welch & Forbes LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 13.8% in the fourth quarter. Welch & Forbes LLC now owns 20,280 shares of the company’s stock worth $2,026,000 after purchasing an additional 2,459 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG opened at $99.06 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.23 and a 52 week high of $101.46. The stock has a market capitalization of $135.35 billion, a P/E ratio of 124.57 and a beta of 0.26. The stock’s fifty day moving average is $99.02 and its 200 day moving average is $99.80.

iShares Core U.S. Aggregate Bond ETF Company 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.