Lutz Financial Services LLC Grows Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Lutz Financial Services LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 219,891 shares of the company’s stock after buying an additional 9,007 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 1.5% of Lutz Financial Services LLC’s holdings, making the stock its 17th biggest position. Lutz Financial Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $21,963,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 238.0% during the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after buying an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 50.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after purchasing an additional 3,044 shares during the period. Russell Investments Group Ltd. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter worth about $111,000. Ieq Capital LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 9.9% in the second quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock valued at $4,700,000 after purchasing an additional 4,269 shares during the period. Finally, Quantinno Capital Management LP raised its position in iShares Core U.S. Aggregate Bond ETF by 7.6% in the second quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock valued at $1,331,000 after purchasing an additional 943 shares during the period. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.0%

NYSEARCA:AGG opened at $98.01 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.66 and a 52 week high of $101.46. The company has a market capitalization of $133.91 billion, a P/E ratio of 124.57 and a beta of 0.26. The stock’s fifty day moving average is $99.24 and its two-hundred day moving average is $99.91.

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.