Portfolio Resources Advisor Group Inc. Makes New Investment in iShares Core U.S. Aggregate Bond ETF $AGG

Portfolio Resources Advisor Group Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 24,197 shares of the company’s stock, valued at approximately $2,417,000. iShares Core U.S. Aggregate Bond ETF makes up approximately 2.4% of Portfolio Resources Advisor Group Inc.’s portfolio, making the stock its 11th biggest position.

Other institutional investors have also added to or reduced their stakes in the company. Kampmann Melissa S. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% during the fourth quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after purchasing an additional 100 shares during the period. Rothschild Investment LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% during the third quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock worth $245,000 after purchasing an additional 102 shares during the period. Woodside Wealth Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% during the third quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock worth $626,000 after purchasing an additional 104 shares during the period. Stephens Consulting LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.4% during the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after purchasing an additional 111 shares during the period. Finally, Hoge Financial Services LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after purchasing an additional 111 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.76 on Monday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46. The company has a market capitalization of $134.94 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The stock has a 50-day moving average price of $98.94 and a 200 day moving average price of $99.68.

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.