Westfuller Advisors LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 36.2% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 49,904 shares of the company’s stock after acquiring an additional 13,272 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 2.1% of Westfuller Advisors LLC’s investment portfolio, making the stock its 9th biggest holding. Westfuller Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,954,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in AGG. Valley National Advisers Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF by 339.0% during the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after purchasing an additional 200 shares during the last quarter. Cresta Advisors Ltd. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $25,000. Blueline Advisors LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $25,000. First Command Advisory Services Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 321.2% in the fourth quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after purchasing an additional 212 shares during the last quarter. Finally, Wiser Advisor Group LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter worth about $29,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Price Performance
Shares of NYSEARCA AGG opened at $98.61 on Monday. The business’s 50 day moving average price is $98.76 and its 200 day moving average price is $99.53. The firm has a market cap of $138.36 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46.
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.
Further Reading
- Five stocks we like better than iShares Core U.S. Aggregate Bond ETF
- Visa’s Open USD Push Puts Circle’s Stablecoin Moat Under Pressure
- This Under-the-Radar Industrial Is Quietly Powering AI
- Why Microsoft Looks Like the Best Big Tech Trade for H2 2026
- Strategy’s Bitcoin Pivot Gives Investors a New Reason to Watch Preferred Shares
Want to see what other hedge funds are holding AGG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report).
Receive News & Ratings for iShares Core U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.
