Sonoma Allocations LLC Increases Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Sonoma Allocations LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2,196.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 103,256 shares of the company’s stock after buying an additional 98,759 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 3.4% of Sonoma Allocations LLC’s investment portfolio, making the stock its 9th largest position. Sonoma Allocations LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,296,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the company. Blueline Advisors LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $25,000. Cresta Advisors Ltd. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $25,000. Valley National Advisers Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 339.0% in the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after purchasing an additional 200 shares during the period. First Command Advisory Services Inc. lifted its stake in 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 purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the third quarter valued at about $29,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.3%

Shares of NYSEARCA:AGG opened at $98.90 on Friday. The stock’s 50-day moving average price is $98.91 and its 200-day moving average price is $99.62. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $97.51 and a 12-month high of $101.46. The stock has a market capitalization of $135.13 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.