Disciplined Investments LLC Takes Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Disciplined Investments LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 10,190 shares of the company’s stock, valued at approximately $987,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Bradley & Co. Private Wealth Management LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $25,000. Kozak & Associates Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $26,000. Newbridge Financial Services Group Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $33,000. Bank of Jackson Hole Trust acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $35,000. Finally, Stonebridge Financial Group LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $43,000. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $99.16 on Tuesday. The firm has a market capitalization of $124.94 billion, a P/E ratio of 125.24 and a beta of 0.20. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04. The business’s 50-day simple moving average is $97.28 and its 200-day simple moving average is $98.70.

iShares Core U.S. Aggregate Bond ETF 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.