Liberty One Investment Management LLC Has $2.40 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Liberty One Investment Management LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 45.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 24,150 shares of the company’s stock after buying an additional 7,500 shares during the quarter. Liberty One Investment Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,397,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in the company. Valley National Advisers Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% in the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after acquiring an additional 200 shares during the last quarter. Cresta Advisors Ltd. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $25,000. Blueline Advisors LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $25,000. First Command Advisory Services Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 321.2% during the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after acquiring an additional 212 shares during the last quarter. Finally, Wiser Advisor Group LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at $29,000. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $97.34 on Friday. The business has a fifty day moving average price of $98.47 and a 200 day moving average price of $99.33. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.27 and a fifty-two week high of $101.46. The stock has a market capitalization of $137.41 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

About iShares Core U.S. Aggregate Bond ETF

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.