iShares Core U.S. Aggregate Bond ETF $AGG is Lineweaver Wealth Advisors LLC’s 4th Largest Position

Lineweaver Wealth Advisors LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 347,283 shares of the company’s stock after buying an additional 15,244 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 4.7% of Lineweaver Wealth Advisors LLC’s portfolio, making the stock its 4th largest holding. Lineweaver Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $34,687,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Cultivar Capital Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 3.3% during the third quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock worth $23,971,000 after acquiring an additional 7,750 shares during the last quarter. Ellenbecker Investment Group lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.5% in the third quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock valued at $65,046,000 after purchasing an additional 50,564 shares in the last quarter. CX Institutional grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 205.4% in the third quarter. CX Institutional now owns 157,491 shares of the company’s stock valued at $15,788,000 after purchasing an additional 105,924 shares during the last quarter. Fulton Breakefield Broenniman LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.9% in the third quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock valued at $38,579,000 after purchasing an additional 7,345 shares during the last quarter. Finally, CVA Family Office LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 8.2% during the 3rd quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock worth $11,414,000 after purchasing an additional 8,593 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.54 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.15 and a 1 year high of $101.46. The business has a 50 day moving average price of $100.09 and a 200 day moving average price of $100.24. The company has a market capitalization of $136.18 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.