Cascade Investment Advisors Inc. Acquires New Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Cascade Investment Advisors Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 2,500 shares of the company’s stock, valued at approximately $242,000.

Other large investors have also added to or reduced their stakes in the company. Northwest Financial Advisors grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 218.3% in the 4th quarter. Northwest Financial Advisors now owns 5,869 shares of the company’s stock worth $569,000 after buying an additional 4,025 shares during the last quarter. Epiq Partners LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 16.4% in the fourth quarter. Epiq Partners LLC now owns 75,000 shares of the company’s stock valued at $7,268,000 after acquiring an additional 10,581 shares in the last quarter. Nilsine Partners LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 20.0% in the fourth quarter. Nilsine Partners LLC now owns 13,387 shares of the company’s stock worth $1,297,000 after purchasing an additional 2,228 shares during the last quarter. Slow Capital Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.3% during the fourth quarter. Slow Capital Inc. now owns 95,141 shares of the company’s stock worth $9,219,000 after purchasing an additional 327 shares in the last quarter. Finally, Parsons Capital Management Inc. RI purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $285,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG stock opened at $97.55 on Tuesday. The stock’s fifty day moving average price is $97.50 and its 200 day moving average price is $98.90. 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.