Graves Light Lenhart Wealth Inc. Has $109.08 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Graves Light Lenhart Wealth Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.8% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,102,068 shares of the company’s stock after acquiring an additional 59,992 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 10.2% of Graves Light Lenhart Wealth Inc.’s portfolio, making the stock its largest position. Graves Light Lenhart Wealth Inc. owned approximately 0.08% of iShares Core U.S. Aggregate Bond ETF worth $109,083,000 as of its most recent filing with the Securities & Exchange Commission.

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

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $97.71 on Thursday. The stock’s 50 day simple moving average is $98.34 and its 200 day simple moving average is $99.17. The company has a market cap of $137.88 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.12 and a fifty-two week 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.