iShares Core U.S. Aggregate Bond ETF $AGG Position Increased by Lineweaver Wealth Advisors LLC

Lineweaver Wealth Advisors LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.5% in the third quarter, HoldingsChannel.com reports. The firm owned 391,692 shares of the company’s stock after acquiring an additional 13,101 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 4.3% of Lineweaver Wealth Advisors LLC’s investment portfolio, making the stock its 4th largest holding. Lineweaver Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $37,031,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also modified their holdings of the company. Forvis Mazars Wealth Advisors LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at about $148,090,000. Verus Wealth Management LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 213.9% in the third quarter. Verus Wealth Management LLC now owns 26,419 shares of the company’s stock valued at $2,498,000 after acquiring an additional 18,002 shares during the period. Accel Wealth Management increased its stake in iShares Core U.S. Aggregate Bond ETF by 4.2% in the third quarter. Accel Wealth Management now owns 51,636 shares of the company’s stock valued at $4,882,000 after acquiring an additional 2,064 shares during the period. Downshift Financial LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 306.9% in the third quarter. Downshift Financial LLC now owns 415 shares of the company’s stock worth $39,000 after purchasing an additional 313 shares in the last quarter. Finally, Asset Allocation & Management Company LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the third quarter worth about $538,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%

AGG traded up $0.05 during midday trading on Tuesday, reaching $94.71. 9,543,064 shares of the company’s stock were exchanged, compared to its average volume of 9,519,562. The firm has a market capitalization of $136.92 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. iShares Core U.S. Aggregate Bond ETF has a one year low of $93.83 and a one year high of $101.46. The business has a 50-day simple moving average of $96.30 and a two-hundred day simple moving average of $97.83.

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.