Peak Financial Management Inc. Boosts Position in iShares Core U.S. Aggregate Bond ETF $AGG

Peak Financial Management Inc. raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.7% during the second quarter, according to its most recent disclosure with the SEC. The fund owned 112,719 shares of the company’s stock after buying an additional 1,890 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 3.2% of Peak Financial Management Inc.’s investment portfolio, making the stock its 8th largest holding. Peak Financial Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,182,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Optas LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 1.0% in the second quarter. Optas LLC now owns 43,303 shares of the company’s stock valued at $4,296,000 after buying an additional 431 shares during the last quarter. Eagle Strategies LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 2.4% in the second quarter. Eagle Strategies LLC now owns 104,053 shares of the company’s stock valued at $10,322,000 after buying an additional 2,443 shares during the last quarter. Dohj LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 31.3% in the second quarter. Dohj LLC now owns 73,506 shares of the company’s stock valued at $7,182,000 after buying an additional 17,512 shares during the last quarter. TI Trust Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 0.4% in the second quarter. TI Trust Inc. now owns 42,906 shares of the company’s stock valued at $4,256,000 after buying an additional 178 shares during the last quarter. Finally, Winthrop Advisory Group LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 3.7% in the second quarter. Winthrop Advisory Group LLC now owns 6,081 shares of the company’s stock valued at $603,000 after buying an additional 217 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

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

Shares of NYSEARCA AGG opened at $100.14 on Thursday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $101.02. The firm’s 50-day simple moving average is $99.71 and its 200 day simple moving average is $98.64. The stock has a market cap of $132.14 billion, a P/E ratio of 124.57 and a beta of 0.12.

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.