Balboa Wealth Partners Has $1.30 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Balboa Wealth Partners grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 13,376 shares of the company’s stock after purchasing an additional 1,108 shares during the quarter. Balboa Wealth Partners’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,296,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in AGG. Bradley & Co. Private Wealth Management LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $25,000. Kozak & Associates Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $26,000. Newbridge Financial Services Group Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $33,000. Bank of Jackson Hole Trust bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $35,000. Finally, Stonebridge Financial Group LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $43,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.3 %

Shares of AGG stock opened at $98.18 on Thursday. The stock has a market cap of $123.71 billion, a P/E ratio of 125.24 and a beta of 0.20. The stock has a 50 day simple moving average of $97.51 and a 200 day simple moving average of $98.62. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04.

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.