Lutz Financial Services LLC Has $20.76 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Lutz Financial Services LLC decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.9% in the 1st quarter, Holdings Channel.com reports. The firm owned 209,147 shares of the company’s stock after selling 10,744 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 1.4% of Lutz Financial Services LLC’s portfolio, making the stock its 20th largest position. Lutz Financial Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $20,762,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. NBC Securities Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 30.1% in the 4th quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock valued at $5,932,000 after purchasing an additional 13,724 shares in the last quarter. Capital Asset Advisory Services LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 8.7% during the fourth quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock valued at $177,292,000 after purchasing an additional 141,584 shares during the last quarter. Curated Wealth Partners LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $3,913,000. CPR Investments Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 205.1% in the fourth quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock worth $5,387,000 after purchasing an additional 36,256 shares during the period. Finally, Clearstead Advisors LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 22.2% during the 4th quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock worth $21,688,000 after buying an additional 39,415 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.4%

NYSEARCA AGG opened at $97.71 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.51 and a 12 month high of $101.46. The company has a market capitalization of $137.76 billion, a PE ratio of 124.57 and a beta of 0.25. The stock has a 50-day simple moving average of $98.62 and a 200 day simple moving average of $99.45.

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.