LVZ Inc. Boosts Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

LVZ Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.5% in the first quarter, Holdings Channel reports. The institutional investor owned 349,732 shares of the company’s stock after purchasing an additional 11,739 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 4.0% of LVZ Inc.’s holdings, making the stock its 8th biggest position. LVZ Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $34,718,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. NBC Securities Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 30.1% in the 4th quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock valued at $5,932,000 after acquiring an additional 13,724 shares during the period. Capital Asset Advisory Services LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 8.7% during the fourth quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock valued at $177,292,000 after purchasing an additional 141,584 shares during the period. Curated Wealth Partners LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $3,913,000. CPR Investments Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 205.1% in the fourth quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock valued at $5,387,000 after purchasing an additional 36,256 shares in the last quarter. Finally, Clearstead Advisors LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 22.2% in the fourth quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock valued at $21,688,000 after purchasing an additional 39,415 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG opened at $98.61 on Monday. The firm’s fifty day moving average is $98.76 and its two-hundred day moving average is $99.53. The firm has a market cap of $138.36 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $97.51 and a twelve month high of $101.46.

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.