Stevens Capital Partners Has $1.96 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Stevens Capital Partners lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.8% in the 4th quarter, Holdings Channel reports. The firm owned 20,174 shares of the company’s stock after buying an additional 916 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 0.9% of Stevens Capital Partners’ portfolio, making the stock its 21st biggest holding. Stevens Capital Partners’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,955,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Kozak & Associates Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $26,000. Newbridge Financial Services Group Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth approximately $33,000. Bank of Jackson Hole Trust bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth approximately $35,000. Stonebridge Financial Group LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $43,000. Finally, Bank of New Hampshire raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 71.7% in the fourth quarter. Bank of New Hampshire now owns 455 shares of the company’s stock valued at $44,000 after purchasing an additional 190 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.4 %

NYSEARCA AGG opened at $98.02 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04. The company has a fifty day simple moving average of $97.08 and a 200 day simple moving average of $98.75.

iShares Core U.S. Aggregate Bond ETF Company 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.