iShares Core U.S. Aggregate Bond ETF $AGG Shares Purchased by Lifestyle Asset Management Inc.

Lifestyle Asset Management Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 41.2% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 120,868 shares of the company’s stock after buying an additional 35,239 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 4.1% of Lifestyle Asset Management Inc.’s portfolio, making the stock its 4th largest position. Lifestyle Asset Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,117,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Ally Invest Advisors Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% during the second quarter. Ally Invest Advisors Inc. now owns 163,385 shares of the company’s stock valued at $16,208,000 after acquiring an additional 8,493 shares during the period. Caldwell Trust Co acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at about $10,566,000. Aspect Partners LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 8.5% in the 2nd quarter. Aspect Partners LLC now owns 43,231 shares of the company’s stock valued at $4,289,000 after purchasing an additional 3,405 shares during the last quarter. Brown Advisory Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 27.1% during the 2nd quarter. Brown Advisory Inc. now owns 263,824 shares of the company’s stock worth $26,171,000 after buying an additional 56,205 shares during the period. Finally, Alpha Financial Advisors LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 12.3% during the second quarter. Alpha Financial Advisors LLC now owns 13,734 shares of the company’s stock worth $1,362,000 after buying an additional 1,500 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG stock opened at $99.84 on Friday. The firm’s 50 day moving average price is $100.44 and its two-hundred day moving average price is $99.54. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week high of $101.35. The stock has a market cap of $134.35 billion, a PE ratio of 124.57 and a beta of 0.25.

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.