Compass Ion Advisors LLC Raises Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Compass Ion Advisors LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.1% in the first quarter, Holdings Channel.com reports. The firm owned 34,372 shares of the company’s stock after purchasing an additional 376 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 0.5% of Compass Ion Advisors LLC’s investment portfolio, making the stock its 29th largest holding. Compass Ion Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,366,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in AGG. Ironwood Financial llc grew its holdings in iShares Core U.S. Aggregate Bond ETF by 168.9% in the 1st quarter. Ironwood Financial llc now owns 50,683 shares of the company’s stock valued at $4,964,000 after buying an additional 31,837 shares during the period. Optas LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 0.6% during the first quarter. Optas LLC now owns 42,285 shares of the company’s stock worth $4,141,000 after purchasing an additional 265 shares during the last quarter. Sandy Cove Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 9.1% during the first quarter. Sandy Cove Advisors LLC now owns 90,434 shares of the company’s stock worth $8,857,000 after purchasing an additional 7,566 shares during the last quarter. Cornerstone Wealth Group LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 2.4% during the first quarter. Cornerstone Wealth Group LLC now owns 792,962 shares of the company’s stock worth $77,663,000 after purchasing an additional 18,350 shares during the period. Finally, Physician Wealth Advisors Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.3% in the 1st quarter. Physician Wealth Advisors Inc. now owns 9,103 shares of the company’s stock valued at $866,000 after purchasing an additional 378 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $97.07 on Monday. The firm has a fifty day moving average of $96.67 and a 200-day moving average of $97.37. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $91.58 and a 52-week high of $99.70.

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.