Zhang Financial LLC Buys 166,678 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Zhang Financial LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 57.7% during the fourth quarter, HoldingsChannel reports. The firm owned 455,781 shares of the company’s stock after purchasing an additional 166,678 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.7% of Zhang Financial LLC’s holdings, making the stock its 13th biggest position. Zhang Financial LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $45,523,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of the stock. Brighton Jones LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 238.0% during the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after acquiring an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 50.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after acquiring an additional 3,044 shares in the last quarter. Russell Investments Group Ltd. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the second quarter worth about $111,000. Ieq Capital LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 9.9% during the second quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock worth $4,700,000 after acquiring an additional 4,269 shares in the last quarter. Finally, Quantinno Capital Management LP boosted its stake in iShares Core U.S. Aggregate Bond ETF by 7.6% during the second quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock worth $1,331,000 after acquiring an additional 943 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG opened at $99.00 on Friday. iShares Core U.S. Aggregate Bond ETF has a one year low of $97.23 and a one year high of $101.46. The company’s 50-day simple moving average is $99.03 and its 200 day simple moving average is $99.80. The firm has a market capitalization of $135.26 billion, a P/E ratio of 124.57 and a beta of 0.26.

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.