Counterweight Ventures LLC Increases Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Counterweight Ventures LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 18.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 64,595 shares of the company’s stock after purchasing an additional 10,177 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 3.6% of Counterweight Ventures LLC’s investment portfolio, making the stock its 6th biggest position. Counterweight Ventures LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,452,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Wiser Advisor Group LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth $29,000. North Ridge Wealth Advisors Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at about $29,000. Collier Financial bought a new position in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $31,000. JCIC Asset Management Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $32,000. Finally, Moisand Fitzgerald Tamayo LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 78.0% during the fourth quarter. Moisand Fitzgerald Tamayo LLC now owns 331 shares of the company’s stock worth $33,000 after acquiring an additional 145 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2%

AGG stock opened at $99.27 on Wednesday. The stock has a market capitalization of $137.19 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.15 and a 12 month high of $101.46. The firm has a 50-day moving average price of $100.07 and a 200-day moving average price of $100.22.

About iShares Core U.S. Aggregate Bond ETF

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.