Peak Financial Management Inc. Has $12.35 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Peak Financial Management Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.1% during the first quarter, Holdings Channel reports. The fund owned 124,444 shares of the company’s stock after buying an additional 6,045 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 3.1% of Peak Financial Management Inc.’s investment portfolio, making the stock its 10th largest position. Peak Financial Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,354,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Kampmann Melissa S. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 1.0% in the fourth quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after purchasing an additional 100 shares during the period. Verus Wealth Management LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the first quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock valued at $800,000 after purchasing an additional 106 shares during the period. Stephens Consulting LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.4% during the 4th quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after purchasing an additional 111 shares in the last quarter. Hoge Financial Services LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the 4th quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after purchasing an additional 111 shares in the last quarter. Finally, Retirement Planning Group LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% in the 4th quarter. Retirement Planning Group LLC now owns 6,640 shares of the company’s stock valued at $663,000 after buying an additional 114 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $98.61 on Friday. 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 PE ratio of 124.57 and a beta of 0.25. The stock has a 50-day moving average of $98.76 and a 200-day moving average of $99.53.

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.