Souders Financial Advisors Raises Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Souders Financial Advisors lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 225,706 shares of the company’s stock after acquiring an additional 3,317 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 3.1% of Souders Financial Advisors’ portfolio, making the stock its 7th largest position. Souders Financial Advisors’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $21,871,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in AGG. Bradley & Co. Private Wealth Management LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $25,000. Kozak & Associates Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at about $26,000. Newbridge Financial Services Group Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $33,000. Bank of Jackson Hole Trust bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $35,000. Finally, Stonebridge Financial Group LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $43,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.3 %

Shares of NYSEARCA:AGG opened at $98.91 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04. The company has a market cap of $124.63 billion, a PE ratio of 125.24 and a beta of 0.20. The stock has a 50 day moving average of $97.32 and a 200 day moving average of $98.69.

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.