Chris Bulman Inc Has $2.58 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Chris Bulman Inc raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 30.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 25,838 shares of the company’s stock after buying an additional 6,100 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 1.1% of Chris Bulman Inc’s portfolio, making the stock its 25th largest position. Chris Bulman Inc’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,581,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Wiser Advisor Group LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth about $29,000. North Ridge Wealth Advisors Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at about $29,000. Collier Financial acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at about $31,000. JCIC Asset Management Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $32,000. Finally, Evolution Wealth Management Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $40,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.0%

Shares of AGG opened at $98.54 on Friday. The firm has a market cap of $136.18 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The company’s fifty day moving average is $100.09 and its 200-day moving average is $100.24. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.15 and a 12 month high of $101.46.

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.