Waterloo Capital L.P. lessened its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 18.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 159,407 shares of the company’s stock after selling 36,082 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 1.6% of Waterloo Capital L.P.’s investment portfolio, making the stock its 9th biggest position. Waterloo Capital L.P.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $15,447,000 at the end of the most recent quarter.
Other institutional investors have also recently added to or reduced their stakes in the company. Bradley & Co. Private Wealth Management LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $25,000. Kozak & Associates Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth approximately $26,000. Newbridge Financial Services Group Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $33,000. Bank of Jackson Hole Trust purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $35,000. Finally, Stonebridge Financial Group LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $43,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Trading Up 0.1 %
NYSEARCA AGG opened at $99.46 on Friday. The stock has a fifty day simple moving average of $98.21 and a 200-day simple moving average of $98.34. The stock has a market cap of $126.31 billion, a PE ratio of 126.17 and a beta of 0.24. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04.
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.
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