Kopp Family Office LLC Makes New Investment in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Kopp Family Office LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 97,000 shares of the company’s stock, valued at approximately $9,823,000. iShares Core U.S. Aggregate Bond ETF makes up 6.3% of Kopp Family Office LLC’s holdings, making the stock its 6th biggest position.

Several other hedge funds and other institutional investors have also made changes to their positions in AGG. Oliver Lagore Vanvalin Investment Group grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% in the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after purchasing an additional 158 shares during the last quarter. ST Germain D J Co. Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after purchasing an additional 255 shares during the period. Wagner Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after buying an additional 305 shares during the period. Kimelman & Baird LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at about $36,000. Finally, Concord Wealth Partners increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 110.3% during the 3rd quarter. Concord Wealth Partners now owns 511 shares of the company’s stock valued at $52,000 after acquiring an additional 268 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG traded down $0.12 during mid-day trading on Tuesday, hitting $96.90. The company had a trading volume of 4,093,053 shares, compared to its average volume of 8,192,966. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04. The business’s 50-day simple moving average is $98.09 and its 200-day simple moving average is $99.01.

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.