Stevens Capital Partners Has $1.96 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Stevens Capital Partners increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.8% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 20,174 shares of the company’s stock after purchasing an additional 916 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 0.9% of Stevens Capital Partners’ investment portfolio, making the stock its 21st biggest holding. Stevens Capital Partners’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,955,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Greenleaf Trust acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter worth $202,000. Mount Yale Investment Advisors LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 71.3% during the 3rd quarter. Mount Yale Investment Advisors LLC now owns 8,124 shares of the company’s stock worth $823,000 after acquiring an additional 3,381 shares during the period. BayBridge Capital Group LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 7.4% during the 3rd quarter. BayBridge Capital Group LLC now owns 231,029 shares of the company’s stock worth $23,396,000 after acquiring an additional 15,897 shares during the period. O Brien Wealth Partners LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter worth approximately $202,000. Finally, Capital Management Associates Inc boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 91.9% during the third quarter. Capital Management Associates Inc now owns 20,783 shares of the company’s stock worth $2,105,000 after purchasing an additional 9,951 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $98.02 on Friday. The firm has a 50 day simple moving average of $97.08 and a 200 day simple moving average of $98.75. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04.

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.