Legacy Wealth Managment LLC ID Has $1.63 Million Position in iShares Core U.S. Aggregate Bond ETF $AGG

Legacy Wealth Managment LLC ID grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 62.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,428 shares of the company’s stock after acquiring an additional 6,317 shares during the period. Legacy Wealth Managment LLC ID’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,626,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the company. Blueline Advisors LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $25,000. First Command Advisory Services Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 321.2% during the fourth quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after buying an additional 212 shares during the last quarter. Wiser Advisor Group LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the third quarter worth approximately $29,000. North Ridge Wealth Advisors Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $29,000. Finally, Safe Harbor Fiduciary LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $29,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%

AGG opened at $96.95 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $96.72 and a 12-month high of $101.46. The stock has a market cap of $136.81 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The business has a 50 day moving average of $97.80 and a 200-day moving average of $98.78.

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.