CPR Investments Inc. Acquires New Shares in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

CPR Investments Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 6,944 shares of the company’s stock, valued at approximately $673,000. iShares Core U.S. Aggregate Bond ETF accounts for about 0.6% of CPR Investments Inc.’s investment portfolio, making the stock its 25th largest position.

Several other large investors have also modified their holdings of the business. Christopher J. Hasenberg Inc lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.2% during the 4th quarter. Christopher J. Hasenberg Inc now owns 6,297 shares of the company’s stock worth $610,000 after purchasing an additional 253 shares during the last quarter. Marquette Asset Management LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.2% during the 4th quarter. Marquette Asset Management LLC now owns 420,096 shares of the company’s stock worth $40,707,000 after acquiring an additional 9,183 shares in the last quarter. Park Avenue Securities LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 21.8% during the fourth quarter. Park Avenue Securities LLC now owns 575,001 shares of the company’s stock valued at $55,718,000 after acquiring an additional 102,796 shares during the last quarter. Pines Wealth Management LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $289,000. Finally, Accurate Wealth Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 22.0% during the fourth quarter. Accurate Wealth Management LLC now owns 63,319 shares of the company’s stock worth $6,075,000 after purchasing an additional 11,413 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.0 %

Shares of AGG opened at $95.88 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04. The stock has a fifty day moving average price of $97.66 and a 200-day moving average price of $98.92.

About iShares Core U.S. Aggregate Bond ETF

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.