iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by LGL Partners LLC

LGL Partners LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 94,156 shares of the company’s stock after acquiring an additional 656 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 1.3% of LGL Partners LLC’s investment portfolio, making the stock its 12th biggest holding. LGL Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $9,124,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. MorganRosel Wealth Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.4% during the fourth quarter. MorganRosel Wealth Management LLC now owns 9,788 shares of the company’s stock worth $948,000 after purchasing an additional 137 shares during the period. Strategent Financial LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $257,000. FourThought Financial Partners LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 49.9% during the 4th quarter. FourThought Financial Partners LLC now owns 54,489 shares of the company’s stock worth $5,280,000 after buying an additional 18,144 shares during the last quarter. Bank of New York Mellon Corp lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 8.3% in the 4th quarter. Bank of New York Mellon Corp now owns 5,502,806 shares of the company’s stock worth $533,222,000 after acquiring an additional 423,088 shares during the period. Finally, Wrapmanager Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.1% in the fourth quarter. Wrapmanager Inc. now owns 207,022 shares of the company’s stock valued at $20,060,000 after acquiring an additional 8,222 shares in the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

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

NYSEARCA AGG opened at $98.80 on Wednesday. The stock has a market capitalization of $124.49 billion, a P/E ratio of 125.24 and a beta of 0.20. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04. The firm has a 50-day moving average price of $97.10 and a 200 day moving average price of $98.73.

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.