Lido Advisors LLC Has $60.09 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Lido Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.8% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 599,725 shares of the company’s stock after buying an additional 10,795 shares during the quarter. Lido Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $60,086,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. Valley National Advisers Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% in the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after buying an additional 200 shares in the last quarter. Cresta Advisors Ltd. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $25,000. Blueline Advisors LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $25,000. Wiser Advisor Group LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth about $29,000. Finally, North Ridge Wealth Advisors Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth about $29,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.2%

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.50 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $97.25 and a 12-month high of $101.46. The stock has a market capitalization of $134.58 billion, a P/E ratio of 124.57 and a beta of 0.26. The company has a 50-day simple moving average of $99.00 and a 200 day simple moving average of $99.76.

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.