Cape Investment Advisory Inc. Has $68,000 Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Cape Investment Advisory Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 138.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 705 shares of the company’s stock after acquiring an additional 409 shares during the period. Cape Investment Advisory Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $68,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the business. BlueStem Wealth Partners LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $6,926,000. PCG Asset Management LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $279,000. Sharkey Howes & Javer grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4,870.5% in the 4th quarter. Sharkey Howes & Javer now owns 109,153 shares of the company’s stock valued at $10,577,000 after buying an additional 106,957 shares during the period. Heritage Wealth Management Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 17.1% in the 4th quarter. Heritage Wealth Management Inc. now owns 14,656 shares of the company’s stock valued at $1,420,000 after buying an additional 2,145 shares during the period. Finally, Middleton & Co. Inc. MA grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 20.6% in the 4th quarter. Middleton & Co. Inc. MA now owns 3,920 shares of the company’s stock valued at $380,000 after buying an additional 670 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $99.25 on Monday. The stock has a 50-day moving average of $97.23 and a 200-day moving average of $98.71. The company has a market cap of $125.06 billion, a PE ratio of 125.24 and a beta of 0.20. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04.

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.