NorthRock Partners LLC Makes New Investment in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

NorthRock Partners LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 3,880 shares of the company’s stock, valued at approximately $376,000.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the company. Braun Bostich & Associates Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF by 4.5% during the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock worth $245,000 after purchasing an additional 109 shares in the last quarter. Wealth Advisors of Tampa Bay LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 4.9% during the fourth quarter. Wealth Advisors of Tampa Bay LLC now owns 2,397 shares of the company’s stock worth $232,000 after purchasing an additional 112 shares in the last quarter. Vestia Personal Wealth Advisors boosted its position in iShares Core U.S. Aggregate Bond ETF by 5.1% during the fourth quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock worth $242,000 after purchasing an additional 121 shares in the last quarter. Mount Yale Investment Advisors LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 1.5% during the fourth quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock worth $799,000 after purchasing an additional 122 shares in the last quarter. Finally, Summit Financial Strategies Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.0% during the fourth quarter. Summit Financial Strategies Inc. now owns 6,185 shares of the company’s stock valued at $599,000 after acquiring an additional 123 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $97.66 on Friday. The business’s 50 day moving average price is $98.15 and its 200-day moving average price is $97.87. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.63 and a 1 year high of $102.04. The firm has a market capitalization of $123.05 billion, a PE ratio of 124.57 and a beta of 0.25.

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.