LMG Wealth Partners LLC Buys 6,351 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

LMG Wealth Partners LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.3% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 126,065 shares of the company’s stock after purchasing an additional 6,351 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 2.3% of LMG Wealth Partners LLC’s investment portfolio, making the stock its 8th biggest holding. LMG Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,514,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of AGG. Raymond James Financial Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 7.0% in the fourth quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock worth $8,465,912,000 after purchasing an additional 5,514,115 shares during the period. Bank of America Corp DE increased its stake in iShares Core U.S. Aggregate Bond ETF by 16.0% during the fourth quarter. Bank of America Corp DE now owns 53,737,402 shares of the company’s stock valued at $5,367,292,000 after purchasing an additional 7,411,242 shares during the last quarter. US Bancorp DE raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.2% during the fourth quarter. US Bancorp DE now owns 42,844,111 shares of the company’s stock worth $4,279,296,000 after purchasing an additional 489,837 shares during the period. Mercer Global Advisors Inc. ADV raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.1% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 36,259,568 shares of the company’s stock worth $3,621,605,000 after purchasing an additional 3,032,433 shares during the period. Finally, Morgan Stanley lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.0% in the 4th quarter. Morgan Stanley now owns 32,483,415 shares of the company’s stock worth $3,244,444,000 after buying an additional 1,245,217 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 Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.63 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.51 and a 1 year high of $101.46. The firm’s 50-day moving average is $98.88 and its 200-day moving average is $99.60. The company has a market cap of $134.76 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.