Copperwynd Financial LLC Increases Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Copperwynd Financial LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 14.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 4,676 shares of the company’s stock after acquiring an additional 604 shares during the quarter. Copperwynd Financial LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $453,000 as of its most recent filing with the SEC.

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

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $98.28 on Friday. The company has a market capitalization of $123.83 billion, a price-to-earnings 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. The stock has a 50-day simple moving average of $97.58 and a 200 day simple moving average of $98.60.

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.