Ted Buchan & Co Has $22.45 Million Position in iShares Core U.S. Aggregate Bond ETF $AGG

Ted Buchan & Co boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 224,776 shares of the company’s stock after buying an additional 14,013 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 8.2% of Ted Buchan & Co’s investment portfolio, making the stock its largest position. Ted Buchan & Co’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $22,451,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of AGG. Verus Capital Partners LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 11.5% during the 4th quarter. Verus Capital Partners LLC now owns 6,755 shares of the company’s stock worth $675,000 after acquiring an additional 697 shares during the period. Greenspring Advisors LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 173.0% in the fourth quarter. Greenspring Advisors LLC now owns 883,168 shares of the company’s stock valued at $88,211,000 after acquiring an additional 559,683 shares during the last quarter. Evolution Wealth Management Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 114.0% during the fourth quarter. Evolution Wealth Management Inc. now owns 858 shares of the company’s stock valued at $86,000 after purchasing an additional 457 shares in the last quarter. Lido Advisors LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 1.8% during the fourth quarter. Lido Advisors LLC now owns 599,725 shares of the company’s stock valued at $60,086,000 after purchasing an additional 10,795 shares in the last quarter. Finally, Archvest Wealth Advisors Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 2,486.0% during the fourth quarter. Archvest Wealth Advisors Inc. now owns 378,128 shares of the company’s stock worth $37,767,000 after purchasing an additional 363,506 shares during the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG stock opened at $98.50 on Thursday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.25 and a fifty-two week high of $101.46. The stock’s fifty day moving average price is $99.00 and its two-hundred day moving average price is $99.76. The company has a market cap of $134.58 billion, a PE ratio of 124.57 and a beta of 0.26.

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.