iShares Core U.S. Aggregate Bond ETF $AGG Shares Bought by CVA Family Office LLC

CVA Family Office LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 22.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 139,233 shares of the company’s stock after purchasing an additional 25,376 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 1.6% of CVA Family Office LLC’s portfolio, making the stock its 13th biggest holding. CVA Family Office LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $13,907,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Heartwood Wealth Advisors LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.0% in the 4th quarter. Heartwood Wealth Advisors LLC now owns 265,041 shares of the company’s stock worth $26,472,000 after purchasing an additional 5,159 shares in the last quarter. Sax Wealth Advisors LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 257.8% during the fourth quarter. Sax Wealth Advisors LLC now owns 50,763 shares of the company’s stock valued at $5,070,000 after purchasing an additional 36,574 shares during the last quarter. First Bank & Trust boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.0% during the fourth quarter. First Bank & Trust now owns 305,085 shares of the company’s stock worth $30,472,000 after buying an additional 2,961 shares in the last quarter. Hillcrest Wealth Advisors NY LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 7.4% during the fourth quarter. Hillcrest Wealth Advisors NY LLC now owns 74,775 shares of the company’s stock worth $7,469,000 after buying an additional 5,175 shares in the last quarter. Finally, Canvas Wealth Advisors LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 9.3% in the fourth quarter. Canvas Wealth Advisors LLC now owns 55,444 shares of the company’s stock worth $5,538,000 after buying an additional 4,735 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $99.11 on Thursday. The stock has a market capitalization of $136.97 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.15 and a 1 year high of $101.46. The business’s fifty day moving average is $100.16 and its two-hundred day moving average is $100.26.

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.