CPR Investments Inc. Has $1.37 Million Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

CPR Investments Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.9% during the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 13,761 shares of the company’s stock after buying an additional 383 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 1.1% of CPR Investments Inc.’s holdings, making the stock its 22nd biggest holding. CPR Investments Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,365,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of the company. Texas Yale Capital Corp. raised its position in iShares Core U.S. Aggregate Bond ETF by 1.6% in the first quarter. Texas Yale Capital Corp. now owns 6,496 shares of the company’s stock valued at $643,000 after purchasing an additional 103 shares during the last quarter. VAUGHAN & Co SECURITIES INC. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% during the second quarter. VAUGHAN & Co SECURITIES INC. now owns 6,539 shares of the company’s stock worth $649,000 after purchasing an additional 104 shares during the last quarter. Vestia Personal Wealth Advisors increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% in the second quarter. Vestia Personal Wealth Advisors now owns 2,167 shares of the company’s stock valued at $215,000 after buying an additional 107 shares during the period. Tempus Wealth Planning LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 3.0% in the 1st quarter. Tempus Wealth Planning LLC now owns 3,830 shares of the company’s stock valued at $379,000 after buying an additional 110 shares during the last quarter. Finally, Cornerstone Planning Group LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 19.9% during the 1st quarter. Cornerstone Planning Group LLC now owns 686 shares of the company’s stock worth $67,000 after buying an additional 114 shares during the period. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $100.18 on Monday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $101.02. The company’s 50 day moving average price is $99.62 and its two-hundred day moving average price is $98.61. The firm has a market capitalization of $132.01 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12.

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.