LMG Wealth Partners LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.3% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 120,659 shares of the company’s stock after purchasing an additional 3,878 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 2.7% of LMG Wealth Partners LLC’s portfolio, making the stock its 6th biggest holding. LMG Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,936,000 at the end of the most recent reporting period.
Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% during the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock valued at $967,000 after acquiring an additional 7,030 shares during the period. Revolve Wealth Partners LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after acquiring an additional 3,044 shares during the period. one8zero8 LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $99,000. GWN Securities Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $326,000. Finally, IMG Wealth Management Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $56,000. 83.63% of the stock is currently owned by institutional investors.
iShares Core U.S. Aggregate Bond ETF Stock Performance
iShares Core U.S. Aggregate Bond ETF stock opened at $97.75 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $95.74 and a 52 week high of $102.04. The stock has a market capitalization of $127.51 billion, a P/E ratio of 124.57 and a beta of 0.12. The stock has a fifty day moving average of $97.95 and a 200-day moving average of $97.87.
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.
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