Valpey Financial Services LLC Takes Position in iShares Core U.S. Aggregate Bond ETF $AGG

Valpey Financial Services LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 27,984 shares of the company’s stock, valued at approximately $2,776,000. iShares Core U.S. Aggregate Bond ETF makes up about 1.9% of Valpey Financial Services LLC’s holdings, making the stock its 21st biggest holding.

A number of other large investors have also modified their holdings of AGG. Brighton Jones LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 238.0% during the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock valued at $967,000 after purchasing an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 50.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after purchasing an additional 3,044 shares in the last quarter. GAMMA Investing LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at approximately $842,000. Radnor Capital Management LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at approximately $347,000. Finally, WealthNavi Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF by 2.7% during the 1st quarter. WealthNavi Inc. now owns 10,341,692 shares of the company’s stock valued at $1,023,000,000 after purchasing an additional 271,055 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.1%

Shares of NYSEARCA 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 business has a 50 day moving average price of $99.62 and a two-hundred day moving average price of $98.61. The firm has a market cap of $132.01 billion, a PE ratio of 124.57 and a beta of 0.12.

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.