Lynch Investment Planning LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 50,644 shares of the company’s stock, valued at approximately $5,058,000. iShares Core U.S. Aggregate Bond ETF comprises approximately 4.8% of Lynch Investment Planning LLC’s investment portfolio, making the stock its 6th largest holding.
Other institutional investors and hedge funds have also bought and sold shares of the company. Curated Wealth Partners LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $3,913,000. CPR Investments Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 205.1% in the 4th quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock valued at $5,387,000 after purchasing an additional 36,256 shares during the period. NBC Securities Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 30.1% in the 4th quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock valued at $5,932,000 after purchasing an additional 13,724 shares during the period. Capital Asset Advisory Services LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.7% during the fourth quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock valued at $177,292,000 after purchasing an additional 141,584 shares in the last quarter. Finally, Bright Financial Advisors Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.1% during the third quarter. Bright Financial Advisors Inc. now owns 353,529 shares of the company’s stock valued at $35,441,000 after purchasing an additional 23,511 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Up 0.3%
Shares of AGG stock opened at $98.90 on Friday. The business’s fifty day moving average is $98.91 and its 200 day moving average is $99.62. The stock has a market cap of $135.13 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $97.51 and a twelve month 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.
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