Lutz Financial Services LLC Purchases 11,349 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Lutz Financial Services LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.4% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 222,044 shares of the company’s stock after acquiring an additional 11,349 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 1.7% of Lutz Financial Services LLC’s investment portfolio, making the stock its 16th largest holding. Lutz Financial Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $21,516,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Kozak & Associates Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $26,000. Newbridge Financial Services Group Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $33,000. Bank of Jackson Hole Trust bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $35,000. Stonebridge Financial Group LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $43,000. Finally, Bank of New Hampshire raised its holdings in iShares Core U.S. Aggregate Bond ETF by 71.7% during the fourth quarter. Bank of New Hampshire now owns 455 shares of the company’s stock worth $44,000 after acquiring an additional 190 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

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

AGG opened at $98.02 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04. The business’s 50-day simple moving average is $97.08 and its 200 day simple moving average is $98.75.

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.