Umpqua Bank grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 27.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 30,107 shares of the company’s stock after acquiring an additional 6,550 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 1.0% of Umpqua Bank’s portfolio, making the stock its 24th largest holding. Umpqua Bank’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,887,000 at the end of the most recent quarter.
A number of other institutional investors also recently modified their holdings of the company. Bradley & Co. Private Wealth Management LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $25,000. Kozak & Associates Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $26,000. Newbridge Financial Services Group Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $33,000. Bank of Jackson Hole Trust acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $35,000. Finally, Stonebridge Financial Group LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $43,000. Institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Down 0.1 %
Shares of AGG stock opened at $98.74 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04. The firm has a market capitalization of $125.40 billion, a price-to-earnings ratio of 125.34 and a beta of 0.22. The firm has a fifty day moving average of $97.80 and a 200-day moving average of $98.54.
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.
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