iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Lpwm LLC’s 7th Largest Position

Lpwm LLC lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 41.1% in the 4th quarter, Holdings Channel.com reports. The firm owned 103,310 shares of the company’s stock after selling 72,237 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 3.2% of Lpwm LLC’s holdings, making the stock its 7th largest holding. Lpwm LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,011,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the business. Oliver Lagore Vanvalin Investment Group lifted its position in iShares Core U.S. Aggregate Bond ETF by 162.9% during the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after acquiring an additional 158 shares during the last quarter. Kozak & Associates Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $26,000. ST Germain D J Co. Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after acquiring an additional 255 shares during the last quarter. Wagner Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after acquiring an additional 305 shares during the last quarter. Finally, Kimelman & Baird LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the second quarter valued at approximately $36,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG opened at $95.88 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The firm has a 50 day moving average of $97.66 and a 200 day moving average of $98.92.

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.