LeConte Wealth Management LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 15.8% in the 4th quarter, Holdings Channel reports. The firm owned 100,121 shares of the company’s stock after purchasing an additional 13,625 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 6.5% of LeConte Wealth Management LLC’s investment portfolio, making the stock its 2nd largest holding. LeConte Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,000,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also recently bought and sold shares of AGG. Brighton Jones LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% during the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after purchasing an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 50.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after purchasing an additional 3,044 shares in the last quarter. Russell Investments Group Ltd. purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at $111,000. Schroder Investment Management Group boosted its stake in iShares Core U.S. Aggregate Bond ETF by 3.1% during the 2nd quarter. Schroder Investment Management Group now owns 163,852 shares of the company’s stock worth $16,189,000 after purchasing an additional 4,926 shares during the last quarter. Finally, VestGen Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 10.9% during the second quarter. VestGen Advisors LLC now owns 9,090 shares of the company’s stock worth $902,000 after buying an additional 892 shares in the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.
iShares Core U.S. Aggregate Bond ETF Stock Up 0.2%
Shares of NYSEARCA AGG opened at $99.27 on Wednesday. The firm has a 50-day simple moving average of $100.07 and a 200-day simple moving average of $100.22. The stock has a market capitalization of $137.19 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.15 and a 52 week high of $101.46.
About iShares Core U.S. Aggregate Bond ETF
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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