Valley Forge Investment Consultants Inc. ADV Has $3.07 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Valley Forge Investment Consultants Inc. ADV lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 278.2% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 31,667 shares of the company’s stock after acquiring an additional 23,295 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.1% of Valley Forge Investment Consultants Inc. ADV’s investment portfolio, making the stock its 13th largest position. Valley Forge Investment Consultants Inc. ADV’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,069,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Diversified Enterprises LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 6.6% during the 4th quarter. Diversified Enterprises LLC now owns 122,104 shares of the company’s stock worth $11,832,000 after acquiring an additional 7,526 shares during the period. Professional Financial Advisors LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 1.3% in the fourth quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock valued at $64,413,000 after purchasing an additional 8,242 shares in the last quarter. Fairvoy Private Wealth LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $12,479,000. WealthTrust Asset Management LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 0.3% during the fourth quarter. WealthTrust Asset Management LLC now owns 59,467 shares of the company’s stock worth $5,762,000 after buying an additional 198 shares in the last quarter. Finally, Kingsview Wealth Management LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 35.9% in the 4th quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock valued at $124,676,000 after buying an additional 339,637 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.73 on Friday. The stock has a fifty day moving average of $98.00 and a 200-day moving average of $98.45. The stock has a market capitalization of $125.39 billion, a P/E ratio of 125.34 and a beta of 0.22. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04.

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.