Legacy Capital Group California Inc. Takes Position in iShares Core U.S. Aggregate Bond ETF $AGG

Legacy Capital Group California Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 8,555 shares of the company’s stock, valued at approximately $854,000.

Several other hedge funds have also recently added to or reduced their stakes in the business. Brighton Jones LLC lifted its holdings 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 buying an additional 7,030 shares during the last quarter. Revolve Wealth Partners LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 50.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after acquiring an additional 3,044 shares during the period. Russell Investments Group Ltd. acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at $111,000. Ieq Capital LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 9.9% in the 2nd quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock valued at $4,700,000 after purchasing an additional 4,269 shares during the period. Finally, Quantinno Capital Management LP grew its position in iShares Core U.S. Aggregate Bond ETF by 7.6% in the 2nd quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock worth $1,331,000 after purchasing an additional 943 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $99.61 on Thursday. The firm’s 50-day moving average is $99.87 and its 200-day moving average is $100.12. The company has a market cap of $136.07 billion, a price-to-earnings ratio of 124.57 and a beta of 0.27. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $96.66 and a 52-week high of $101.46.

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.