Valpey Financial Services LLC Raises Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Valpey Financial Services LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9,942.1% in the 4th quarter, Holdings Channel.com reports. The fund owned 2,872,830 shares of the company’s stock after acquiring an additional 2,844,222 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 1.5% of Valpey Financial Services LLC’s investment portfolio, making the stock its 15th biggest position. Valpey Financial Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $286,938,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. CENTRAL TRUST Co boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 62.1% during the 3rd quarter. CENTRAL TRUST Co now owns 22,762 shares of the company’s stock valued at $2,282,000 after acquiring an additional 8,723 shares during the last quarter. CPR Investments Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 205.1% in the fourth quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock valued at $5,387,000 after buying an additional 36,256 shares during the last quarter. NBC Securities Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 30.1% in the fourth quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock valued at $5,932,000 after buying an additional 13,724 shares during the last quarter. Bright Financial Advisors Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 7.1% in the third quarter. Bright Financial Advisors Inc. now owns 353,529 shares of the company’s stock valued at $35,441,000 after buying an additional 23,511 shares during the last quarter. Finally, Curated Wealth Partners LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $3,913,000. Hedge funds and other 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. The firm’s 50-day moving average is $99.03 and its two-hundred day moving average is $99.80. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.23 and a 12 month high of $101.46. The stock 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 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.