Kagan Cocozza Asset Management Boosts Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Kagan Cocozza Asset Management grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 38.1% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 63,849 shares of the company’s stock after acquiring an additional 17,615 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 4.5% of Kagan Cocozza Asset Management’s investment portfolio, making the stock its 7th biggest holding. Kagan Cocozza Asset Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,338,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in the stock. NBC Securities Inc. boosted its holdings in shares of 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 worth $5,932,000 after buying an additional 13,724 shares during the last quarter. Capital Asset Advisory Services LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 8.7% during the fourth quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock valued at $177,292,000 after buying an additional 141,584 shares during the last quarter. Curated Wealth Partners LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $3,913,000. CPR Investments Inc. raised 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 worth $5,387,000 after acquiring an additional 36,256 shares during the period. Finally, Clearstead Advisors LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 22.2% in the fourth quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock worth $21,688,000 after acquiring an additional 39,415 shares during the period. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.98 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $97.51 and a 1-year high of $101.46. The company’s fifty day simple moving average is $98.83 and its 200-day simple moving average is $99.56. The stock has a market capitalization of $135.24 billion, a PE ratio of 124.57 and a beta of 0.25.

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.