Sincerus Advisory LLC Takes $2.91 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sincerus Advisory LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 30,056 shares of the company’s stock, valued at approximately $2,912,000. iShares Core U.S. Aggregate Bond ETF accounts for 3.1% of Sincerus Advisory LLC’s portfolio, making the stock its 7th largest position.

Other institutional investors also recently modified their holdings of the company. Bradley & Co. Private Wealth Management LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $25,000. Kozak & Associates Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $26,000. Newbridge Financial Services Group Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $33,000. Bank of Jackson Hole Trust acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $35,000. Finally, Stonebridge Financial Group LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $43,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.6 %

NYSEARCA AGG opened at $98.80 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04. The stock has a 50 day moving average of $97.10 and a 200-day moving average of $98.73. The company has a market cap of $124.49 billion, a PE ratio of 125.24 and a beta of 0.20.

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.