Legacy Private Trust Co. Has $29.13 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Legacy Private Trust Co. grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.4% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 290,583 shares of the company’s stock after acquiring an additional 22,397 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 1.7% of Legacy Private Trust Co.’s holdings, making the stock its 12th biggest position. Legacy Private Trust Co.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $29,131,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Brighton Jones LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% during the 4th 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 boosted 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 valued at $884,000 after purchasing an additional 3,044 shares during the last quarter. Level Four Advisory Services LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 18.5% in the first quarter. Level Four Advisory Services LLC now owns 228,331 shares of the company’s stock valued at $22,586,000 after purchasing an additional 35,698 shares in the last quarter. Dorsey & Whitney Trust CO LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 45.8% during the 1st quarter. Dorsey & Whitney Trust CO LLC now owns 12,228 shares of the company’s stock worth $1,210,000 after purchasing an additional 3,842 shares during the last quarter. Finally, TFB Advisors LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.0% during the 1st quarter. TFB Advisors LLC now owns 29,405 shares of the company’s stock worth $2,909,000 after purchasing an additional 1,661 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.0%

NYSEARCA AGG opened at $100.07 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $101.35. The stock has a 50 day moving average of $100.44 and a 200-day moving average of $99.52. The company has a market cap of $134.66 billion, a PE ratio of 124.57 and a beta of 0.25.

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.