Lokken Investment Group LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 7,024 shares of the company’s stock after buying an additional 175 shares during the quarter. Lokken Investment Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $681,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors and hedge funds also recently made changes to their positions in the company. Bradley & Co. Private Wealth Management LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $25,000. Kozak & Associates Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $26,000. Newbridge Financial Services Group Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $33,000. Bank of Jackson Hole Trust purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $35,000. Finally, Stonebridge Financial Group LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $43,000. Institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Performance
AGG opened at $98.92 on Tuesday. The company’s 50-day simple moving average is $98.04 and its two-hundred day simple moving average is $98.39. The stock has a market capitalization of $125.63 billion, a P/E ratio of 125.34 and a beta of 0.22. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04.
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.
Further Reading
- Five stocks we like better than iShares Core U.S. Aggregate Bond ETF
- Investing in Travel Stocks Benefits
- 3 Buyable Stocks With Solid Bottoms Ready to Rebound
- What is Forex and How Does it Work?
- Advantage+ Shopping: Meta’s Fast Growing $20 Billion AI-Ads Star
- How Investors Can Identify and Successfully Trade Gap-Down Stocks
- Robotaxi News: What Tesla and Lyft Headlines Mean for Shares
Want to see what other hedge funds are holding AGG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report).
Receive News & Ratings for iShares Core U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.
