Retirement Guys Formula LLC Acquires 1,408 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Retirement Guys Formula LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,846 shares of the company’s stock after purchasing an additional 1,408 shares during the period. Retirement Guys Formula LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,650,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the business. Lowe Brockenbrough & Co. Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 40.0% during the 3rd quarter. Lowe Brockenbrough & Co. Inc. now owns 57,366 shares of the company’s stock worth $5,395,000 after acquiring an additional 16,400 shares during the last quarter. Lake Street Advisors Group LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 2.1% during the 3rd quarter. Lake Street Advisors Group LLC now owns 45,357 shares of the company’s stock worth $4,265,000 after acquiring an additional 914 shares during the last quarter. KPP Advisory Services LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the third quarter worth about $684,000. JPMorgan Chase & Co. grew its stake in iShares Core U.S. Aggregate Bond ETF by 18.6% during the third quarter. JPMorgan Chase & Co. now owns 6,243,014 shares of the company’s stock worth $587,091,000 after buying an additional 979,881 shares during the last quarter. Finally, Shakespeare Wealth Management Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF by 2.0% during the third quarter. Shakespeare Wealth Management Inc. now owns 244,076 shares of the company’s stock worth $22,953,000 after buying an additional 4,884 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG traded up $0.52 during mid-day trading on Thursday, hitting $97.09. 4,061,079 shares of the company traded hands, compared to its average volume of 6,221,955. iShares Core U.S. Aggregate Bond ETF has a one year low of $91.58 and a one year high of $99.70. The business has a 50-day moving average of $96.74 and a 200 day moving average of $97.34.

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.