iShares Core U.S. Aggregate Bond ETF $AGG Holdings Decreased by Lutz Financial Services LLC

Lutz Financial Services LLC reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 209,147 shares of the company’s stock after selling 10,744 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.4% of Lutz Financial Services LLC’s holdings, making the stock its 20th biggest position. Lutz Financial Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $20,762,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Kampmann Melissa S. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.0% in the 4th quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock valued at $1,051,000 after acquiring an additional 100 shares during the last quarter. Verus Wealth Management LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 1.3% in the 1st quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock worth $800,000 after purchasing an additional 106 shares during the period. Childress Capital Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% during the first quarter. Childress Capital Advisors LLC now owns 10,646 shares of the company’s stock valued at $1,057,000 after buying an additional 107 shares in the last quarter. Stephens Consulting LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 9.4% during the 4th quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock valued at $129,000 after acquiring an additional 111 shares in the last quarter. Finally, Hoge Financial Services LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 1.3% during the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock valued at $851,000 after purchasing an additional 111 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.4%

NYSEARCA AGG opened at $97.71 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 fifty day simple moving average is $98.62 and its 200-day simple moving average is $99.45. The company has a market capitalization of $137.76 billion, a PE ratio of 124.57 and a beta of 0.25.

iShares Core U.S. Aggregate Bond ETF 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.