iShares Core U.S. Aggregate Bond ETF $AGG is Kagan Cocozza Asset Management’s 7th Largest Position

Kagan Cocozza Asset Management boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 38.1% during the first quarter, Holdings Channel.com reports. 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 accounts for 4.5% of Kagan Cocozza Asset Management’s investment portfolio, making the stock its 7th largest holding. Kagan Cocozza Asset Management’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,338,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in the company. Premier Path Wealth Partners LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 191.9% during the 1st quarter. Premier Path Wealth Partners LLC now owns 77,950 shares of the company’s stock valued at $7,738,000 after purchasing an additional 51,244 shares during the period. Inman Jager Wealth Management LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 7.8% in the 1st quarter. Inman Jager Wealth Management LLC now owns 7,102 shares of the company’s stock worth $705,000 after buying an additional 511 shares during the period. Caliber Wealth Management LLC KS boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 12.6% in the 1st quarter. Caliber Wealth Management LLC KS now owns 304,322 shares of the company’s stock worth $30,210,000 after buying an additional 34,027 shares during the period. Members Wealth LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 22.5% in the 1st quarter. Members Wealth LLC now owns 6,688 shares of the company’s stock worth $666,000 after buying an additional 1,228 shares in the last quarter. Finally, Simmons Bank increased its stake in iShares Core U.S. Aggregate Bond ETF by 1.1% in the 1st quarter. Simmons Bank now owns 31,713 shares of the company’s stock worth $3,148,000 after buying an additional 346 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.4%

NYSEARCA:AGG opened at $98.98 on Wednesday. The business’s 50-day simple moving average is $98.83 and its two-hundred day simple moving average is $99.56. The stock has a market cap of $135.24 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46.

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.