Valeo Financial Advisors LLC Has $5.83 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Valeo Financial Advisors LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 60,172 shares of the company’s stock after acquiring an additional 2,561 shares during the period. Valeo Financial Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,831,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Kozak & Associates Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $26,000. ST Germain D J Co. Inc. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after purchasing an additional 255 shares during the last quarter. Newbridge Financial Services Group Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $33,000. Stonebridge Financial Group LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $43,000. Finally, Bank of New Hampshire increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 71.7% in the 4th quarter. Bank of New Hampshire now owns 455 shares of the company’s stock valued at $44,000 after purchasing an additional 190 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.4 %

Shares of AGG opened at $97.70 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04. The business’s fifty day moving average is $97.21 and its 200-day moving average is $98.82.

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.