iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is NFP Retirement Inc.’s 3rd Largest Position

NFP Retirement Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 630,290 shares of the company’s stock after purchasing an additional 4,729 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 4.8% of NFP Retirement Inc.’s portfolio, making the stock its 3rd largest position. NFP Retirement Inc. owned about 0.05% of iShares Core U.S. Aggregate Bond ETF worth $61,075,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Raymond James Financial Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $7,545,901,000. Jones Financial Companies Lllp raised its stake in iShares Core U.S. Aggregate Bond ETF by 6.1% during the 4th quarter. Jones Financial Companies Lllp now owns 128,947,585 shares of the company’s stock valued at $12,495,021,000 after purchasing an additional 7,463,618 shares during the period. Arizona PSPRS Trust lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 64.2% in the 4th quarter. Arizona PSPRS Trust now owns 13,346,704 shares of the company’s stock worth $1,293,296,000 after purchasing an additional 5,220,182 shares in the last quarter. Constellation Investments Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $431,100,000. Finally, Proficio Capital Partners LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 2,980.1% during the 4th quarter. Proficio Capital Partners LLC now owns 4,576,801 shares of the company’s stock valued at $443,492,000 after buying an additional 4,428,207 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $97.14 on Friday. The company’s fifty day moving average price is $98.24 and its 200-day moving average price is $98.20. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04. The company has a market capitalization of $123.37 billion, a PE ratio of 126.17 and a beta of 0.24.

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.