iShares Core U.S. Aggregate Bond ETF $AGG is Kopp Family Office LLC’s 2nd Largest Position

Kopp Family Office LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 58.8% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 275,258 shares of the company’s stock after acquiring an additional 101,898 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 18.8% of Kopp Family Office LLC’s investment portfolio, making the stock its 2nd biggest position. Kopp Family Office LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $27,325,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Valley National Advisers Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% in the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after acquiring an additional 200 shares during the period. Cresta Advisors Ltd. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $25,000. Blueline Advisors LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $25,000. First Command Advisory Services Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 321.2% in the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after purchasing an additional 212 shares in the last quarter. Finally, Wiser Advisor Group LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $29,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $99.19 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $97.51 and a 1-year high of $101.46. The business has a 50 day simple moving average of $98.86 and a two-hundred day simple moving average of $99.58. The company has a market capitalization of $135.52 billion, a price-to-earnings 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.