Whitegate Investment Counselors Inc. Raises Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Whitegate Investment Counselors Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 65,222 shares of the company’s stock after purchasing an additional 1,038 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 2.0% of Whitegate Investment Counselors Inc.’s investment portfolio, making the stock its 19th largest position. Whitegate Investment Counselors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,473,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also made changes to their positions in the company. First Pacific Financial acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $25,000. Cetera Trust Company N.A purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $28,000. Arlington Trust Co LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $33,000. Kozak & Associates Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $35,000. Finally, Keener Financial Planning LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $35,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock traded up $0.49 on Friday, reaching $96.19. The company had a trading volume of 9,146,714 shares, compared to its average volume of 10,411,634. The company’s fifty day moving average is $96.75 and its 200 day moving average is $96.70. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $91.58 and a 1 year high of $100.42.

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.