Waterloo Capital L.P. Purchases 2,633 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Waterloo Capital L.P. increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.2% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 122,000 shares of the company’s stock after buying an additional 2,633 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 1.4% of Waterloo Capital L.P.’s investment portfolio, making the stock its 14th largest position. Waterloo Capital L.P.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,843,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of the business. Brio Consultants LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $218,000. Vantage Financial Partners LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 9.2% during the 4th quarter. Vantage Financial Partners LLC now owns 335,320 shares of the company’s stock valued at $33,281,000 after acquiring an additional 28,241 shares during the period. Aveo Capital Partners LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 26.5% in the 4th quarter. Aveo Capital Partners LLC now owns 91,766 shares of the company’s stock worth $9,108,000 after acquiring an additional 19,222 shares in the last quarter. 9258 Wealth Management LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 4.3% during the 4th quarter. 9258 Wealth Management LLC now owns 153,369 shares of the company’s stock worth $15,222,000 after acquiring an additional 6,379 shares during the period. Finally, Gryphon Financial Partners LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 2.1% during the fourth quarter. Gryphon Financial Partners LLC now owns 27,133 shares of the company’s stock valued at $2,693,000 after purchasing an additional 549 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.1 %

AGG opened at $101.88 on Wednesday. The company has a 50 day simple moving average of $99.80 and a two-hundred day simple moving average of $97.88. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $91.58 and a 1-year high of $102.04.

iShares Core U.S. Aggregate Bond ETF Company 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.