North Star Investment Management Corp. Has $4.96 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

North Star Investment Management Corp. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 379.1% during the 1st quarter, HoldingsChannel.com reports. The fund owned 49,933 shares of the company’s stock after purchasing an additional 39,510 shares during the period. North Star Investment Management Corp.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,957,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. NBC Securities Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 30.1% in the 4th quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock valued at $5,932,000 after purchasing an additional 13,724 shares during the period. Capital Asset Advisory Services LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.7% during the fourth quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock worth $177,292,000 after buying an additional 141,584 shares during the period. CPR Investments Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 205.1% during the fourth quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock worth $5,387,000 after buying an additional 36,256 shares in the last quarter. Curated Wealth Partners LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $3,913,000. Finally, Clearstead Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 22.2% during the fourth quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock worth $21,688,000 after buying an additional 39,415 shares in the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $99.34 on Monday. The firm has a market cap of $135.73 billion, a PE ratio of 124.57 and a beta of 0.25. The business’s 50 day simple moving average is $98.85 and its 200 day simple moving average is $99.57. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $97.51 and a 52-week high of $101.46.

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.