Uptown Financial Advisors LLC Purchases New Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Uptown Financial Advisors LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 6,168 shares of the company’s stock, valued at approximately $612,000.

Several other institutional investors and hedge funds have also made changes to their positions in AGG. Brighton Jones LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% during the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock valued at $967,000 after acquiring an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 50.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after purchasing an additional 3,044 shares during the period. Millennium Management LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 391.3% during the 4th quarter. Millennium Management LLC now owns 63,690 shares of the company’s stock valued at $6,172,000 after purchasing an additional 50,727 shares during the period. Westwood Holdings Group Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 267.6% during the 4th quarter. Westwood Holdings Group Inc. now owns 42,505 shares of the company’s stock valued at $4,119,000 after purchasing an additional 30,942 shares during the period. Finally, Ames National Corp acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $10,184,000. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG opened at $100.57 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $95.74 and a 12-month high of $102.03. The firm has a market capitalization of $130.49 billion, a P/E ratio of 124.57 and a beta of 0.12. The business has a 50 day simple moving average of $99.14 and a 200 day simple moving average of $98.48.

iShares Core U.S. Aggregate Bond ETF Company 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.