Legacy Financial Strategies LLC Has $41.82 Million Position in iShares Core U.S. Aggregate Bond ETF $AGG

Legacy Financial Strategies LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.5% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 417,133 shares of the company’s stock after acquiring an additional 17,969 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 7.6% of Legacy Financial Strategies LLC’s holdings, making the stock its 3rd biggest position. Legacy Financial Strategies LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $41,818,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of AGG. Angeles Investment Advisors LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter worth about $26,000. North Ridge Wealth Advisors Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $29,000. Collier Financial acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at $31,000. JCIC Asset Management Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at $32,000. Finally, Evolution Wealth Management Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter worth $40,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

Shares of AGG stock opened at $100.13 on Monday. The company has a market capitalization of $138.38 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $96.15 and a 1-year high of $101.35. The stock’s fifty day simple moving average is $100.03 and its 200-day simple moving average is $100.01.

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.