CPR Investments Inc. Has $5.39 Million Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

CPR Investments Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 205.1% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 53,934 shares of the company’s stock after buying an additional 36,256 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 3.3% of CPR Investments Inc.’s investment portfolio, making the stock its 14th biggest holding. CPR Investments Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,387,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Raymond James Financial Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 2.5% during the 3rd quarter. Raymond James Financial Inc. now owns 79,246,704 shares of the company’s stock worth $7,944,482,000 after purchasing an additional 1,911,414 shares in the last quarter. Bank of America Corp DE increased its stake in iShares Core U.S. Aggregate Bond ETF by 5.5% in the 3rd quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock valued at $4,644,198,000 after buying an additional 2,423,410 shares during the last quarter. Mercer Global Advisors Inc. ADV increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 17.5% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock worth $3,331,020,000 after purchasing an additional 4,942,715 shares during the last quarter. Betterment LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 6.5% during the third quarter. Betterment LLC now owns 24,568,480 shares of the company’s stock worth $2,462,990,000 after acquiring an additional 1,500,630 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.3% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 19,621,070 shares of the company’s stock valued at $1,962,495,000 after acquiring an additional 1,507,215 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.54 on Friday. The company’s 50-day moving average is $100.09 and its 200-day moving average is $100.24. The firm has a market capitalization of $136.18 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $96.15 and a fifty-two week high of $101.46.

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.