CAP Partners LLC Raises Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

CAP Partners LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 49.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 26,746 shares of the company’s stock after buying an additional 8,855 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 1.8% of CAP Partners LLC’s investment portfolio, making the stock its 15th biggest holding. CAP Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,592,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Retirement Planning Group LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 9.4% during the third quarter. Retirement Planning Group LLC now owns 6,585 shares of the company’s stock worth $667,000 after buying an additional 567 shares in the last quarter. Rise Advisors LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 57.4% during the 3rd quarter. Rise Advisors LLC now owns 3,588 shares of the company’s stock worth $363,000 after acquiring an additional 1,309 shares during the period. Armstrong Advisory Group Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.7% during the 3rd quarter. Armstrong Advisory Group Inc. now owns 7,410 shares of the company’s stock valued at $750,000 after buying an additional 330 shares during the period. Affiance Financial LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 2.3% in the third quarter. Affiance Financial LLC now owns 553,284 shares of the company’s stock valued at $56,031,000 after acquiring an additional 12,641 shares during the last quarter. Finally, Redhawk Wealth Advisors Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 225.3% in the 3rd quarter. Redhawk Wealth Advisors Inc. now owns 7,254 shares of the company’s stock valued at $735,000 after purchasing an additional 5,024 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $97.49 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04. The business has a 50-day moving average price of $97.34 and a 200 day moving average price of $98.86.

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.