SRS Capital Advisors Inc. Purchases 13,321 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

SRS Capital Advisors Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 340,028 shares of the company’s stock after purchasing an additional 13,321 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 2.1% of SRS Capital Advisors Inc.’s holdings, making the stock its 9th largest position. SRS Capital Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $32,949,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions 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. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $26,000. Newbridge Financial Services Group Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $33,000. Bank of Jackson Hole Trust acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $35,000. Finally, Stonebridge Financial Group LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $43,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

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

Shares of AGG stock opened at $99.25 on Friday. The stock has a market capitalization of $125.06 billion, a PE ratio of 125.24 and a beta of 0.20. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04. The stock’s 50-day moving average price is $97.23 and its 200 day moving average price is $98.72.

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.