Valley Forge Investment Consultants Inc. ADV Purchases 23,295 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Valley Forge Investment Consultants Inc. ADV grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 278.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 31,667 shares of the company’s stock after purchasing an additional 23,295 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 1.1% of Valley Forge Investment Consultants Inc. ADV’s holdings, making the stock its 13th biggest holding. Valley Forge Investment Consultants Inc. ADV’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,069,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in AGG. Transamerica Financial Advisors Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 1.4% during the 4th quarter. Transamerica Financial Advisors Inc. now owns 15,715 shares of the company’s stock valued at $1,523,000 after purchasing an additional 217 shares during the period. RiverFront Investment Group LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 1,263.8% in the fourth quarter. RiverFront Investment Group LLC now owns 64,084 shares of the company’s stock worth $6,210,000 after acquiring an additional 59,385 shares in the last quarter. Alerus Financial NA increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% during the fourth quarter. Alerus Financial NA now owns 789,633 shares of the company’s stock valued at $76,515,000 after acquiring an additional 13,295 shares in the last quarter. Level Four Advisory Services LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.6% during the fourth quarter. Level Four Advisory Services LLC now owns 192,633 shares of the company’s stock worth $18,666,000 after purchasing an additional 6,655 shares during the period. Finally, Frazier Financial Advisors LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $54,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $98.73 on Friday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week high of $102.04. The firm has a market capitalization of $125.39 billion, a PE ratio of 125.34 and a beta of 0.22. The company’s 50-day moving average is $98.00 and its 200 day moving average is $98.45.

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.