LVZ Inc. Purchases 11,739 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

LVZ Inc. increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 349,732 shares of the company’s stock after acquiring an additional 11,739 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 4.0% of LVZ Inc.’s investment portfolio, 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.

A number of other hedge funds also recently bought and sold shares of AGG. Valley National Advisers Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% during the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after purchasing an additional 200 shares during the last quarter. Cresta Advisors Ltd. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $25,000. Blueline Advisors LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $25,000. First Command Advisory Services Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 321.2% in the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after buying an additional 212 shares during the period. Finally, Wiser Advisor Group LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $29,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG stock opened at $98.61 on Monday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.51 and a 12 month high of $101.46. The firm has a market cap of $138.36 billion, a PE ratio of 124.57 and a beta of 0.25. The stock has a 50 day moving average of $98.76 and a 200-day moving average of $99.53.

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.