Compass Ion Advisors LLC Has $3.37 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Compass Ion Advisors LLC grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.1% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 34,372 shares of the company’s stock after acquiring an additional 376 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 0.5% of Compass Ion Advisors LLC’s holdings, making the stock its 29th biggest position. Compass Ion Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,366,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also modified their holdings of the company. Long Run Wealth Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 0.5% in the 4th quarter. Long Run Wealth Advisors LLC now owns 20,150 shares of the company’s stock valued at $2,000,000 after acquiring an additional 105 shares during the period. Carmichael Hill & Associates Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 6.6% during the 4th quarter. Carmichael Hill & Associates Inc. now owns 1,697 shares of the company’s stock worth $168,000 after buying an additional 105 shares during the period. CGN Advisors LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.4% in the 1st quarter. CGN Advisors LLC now owns 25,898 shares of the company’s stock valued at $2,536,000 after buying an additional 107 shares during the last quarter. O Connor Financial Group LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the fourth quarter. O Connor Financial Group LLC now owns 2,676 shares of the company’s stock valued at $266,000 after buying an additional 112 shares during the period. Finally, Vestor Capital LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 23.1% during the fourth quarter. Vestor Capital LLC now owns 613 shares of the company’s stock worth $61,000 after acquiring an additional 115 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

NYSEARCA:AGG opened at $97.07 on Monday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $91.58 and a fifty-two week high of $99.70. The company has a 50 day simple moving average of $96.67 and a two-hundred day simple moving average of $97.37.

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.