Lifestyle Asset Management Inc. Buys 45,513 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Lifestyle Asset Management Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 37.7% in the 4th quarter, HoldingsChannel.com reports. The fund owned 166,381 shares of the company’s stock after purchasing an additional 45,513 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 5.4% of Lifestyle Asset Management Inc.’s investment portfolio, making the stock its 2nd largest position. Lifestyle Asset Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $16,618,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently added to or reduced their stakes in the company. Blueline Advisors LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth approximately $25,000. Cresta Advisors Ltd. bought a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth approximately $25,000. Valley National Advisers Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% in the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after buying an additional 200 shares during the last quarter. Wiser Advisor Group LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter worth about $29,000. Finally, North Ridge Wealth Advisors Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter worth about $29,000. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $98.66 on Friday. The business has a 50-day moving average of $98.99 and a two-hundred day moving average of $99.75. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.25 and a fifty-two week high of $101.46. The stock has a market capitalization of $134.80 billion, a P/E 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.