Sharkey Howes & Javer Boosts Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sharkey Howes & Javer boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4,870.5% in the fourth quarter, Holdings Channel.com reports. The fund owned 109,153 shares of the company’s stock after acquiring an additional 106,957 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 1.5% of Sharkey Howes & Javer’s portfolio, making the stock its 16th biggest holding. Sharkey Howes & Javer’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,577,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of AGG. Bradley & Co. Private Wealth Management LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $25,000. Kozak & Associates Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $26,000. Newbridge Financial Services Group Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $33,000. Bank of Jackson Hole Trust purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $35,000. Finally, Stonebridge Financial Group LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $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 0.4 %

Shares of AGG stock opened at $99.25 on Friday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The stock has a market capitalization of $125.06 billion, a price-to-earnings ratio of 125.24 and a beta of 0.20. The stock has a fifty day simple moving average of $97.23 and a two-hundred day simple moving average of $98.72.

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.