FourThought Financial Partners LLC Boosts Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

FourThought Financial Partners LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 12.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 62,087 shares of the company’s stock after purchasing an additional 6,829 shares during the quarter. FourThought Financial Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,201,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in AGG. Global Retirement Partners LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.6% in the fourth quarter. Global Retirement Partners LLC now owns 421,304 shares of the company’s stock valued at $42,080,000 after purchasing an additional 22,268 shares during the period. Baron Silver Stevens Financial Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.1% in the fourth quarter. Baron Silver Stevens Financial Advisors LLC now owns 388,878 shares of the company’s stock valued at $38,841,000 after purchasing an additional 15,294 shares during the period. Trajan Wealth LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.1% in the fourth quarter. Trajan Wealth LLC now owns 1,277,485 shares of the company’s stock valued at $127,595,000 after purchasing an additional 13,932 shares during the period. Shakespeare Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 4.9% in the fourth quarter. Shakespeare Wealth Management LLC now owns 355,317 shares of the company’s stock valued at $35,489,000 after buying an additional 16,754 shares during the last quarter. Finally, Motco lifted its position in iShares Core U.S. Aggregate Bond ETF by 110.3% in the fourth quarter. Motco now owns 5,328 shares of the company’s stock valued at $532,000 after buying an additional 2,794 shares during the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $98.22 on Thursday. The firm’s 50-day moving average is $99.15 and its two-hundred day moving average is $99.87. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.66 and a 12 month high of $101.46. The stock has a market capitalization of $134.20 billion, a P/E ratio of 124.57 and a beta of 0.26.

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.