Lutz Financial Services LLC Grows Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Lutz Financial Services LLC grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.3% during the fourth quarter, Holdings Channel.com reports. The fund owned 219,891 shares of the company’s stock after acquiring an additional 9,007 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 1.5% of Lutz Financial Services LLC’s investment portfolio, making the stock its 17th biggest position. Lutz Financial Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $21,963,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Valley National Advisers Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% in the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after buying an additional 200 shares during the period. Cresta Advisors Ltd. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $25,000. Wiser Advisor Group LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at $29,000. North Ridge Wealth Advisors Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at $29,000. Finally, Collier Financial purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $31,000. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.0%

Shares of AGG opened at $98.01 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $96.66 and a fifty-two week high of $101.46. The firm’s 50 day moving average price is $99.24 and its 200 day moving average price is $99.91. The company has a market cap of $133.91 billion, a P/E ratio of 124.57 and a beta of 0.26.

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.