Peak Financial Management Inc. Purchases 6,045 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Peak Financial Management Inc. grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.1% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 124,444 shares of the company’s stock after purchasing an additional 6,045 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 3.1% of Peak Financial Management Inc.’s portfolio, making the stock its 10th largest position. Peak Financial Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,354,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of AGG. Blueline Advisors LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $25,000. Cresta Advisors Ltd. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $25,000. Valley National Advisers Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 339.0% during the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after acquiring an additional 200 shares during the period. First Command Advisory Services Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 321.2% during the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after acquiring an additional 212 shares during the period. Finally, Wiser Advisor Group LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth about $29,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $98.61 on Friday. The company has a market capitalization of $138.36 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The business’s 50-day moving average is $98.76 and its 200-day moving average is $99.53. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.51 and a 1 year 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.