LMG Wealth Partners LLC Purchases 6,351 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

LMG Wealth Partners LLC raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.3% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 126,065 shares of the company’s stock after buying an additional 6,351 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 2.3% of LMG Wealth Partners LLC’s holdings, making the stock its 8th biggest holding. LMG Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,514,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Blueline Advisors LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $25,000. Cresta Advisors Ltd. acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $25,000. Valley National Advisers Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 339.0% during the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after purchasing an additional 200 shares during the last quarter. First Command Advisory Services Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 321.2% during the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after purchasing an additional 212 shares during the last quarter. Finally, Wiser Advisor Group LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd 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 Trading Down 0.3%

iShares Core U.S. Aggregate Bond ETF stock opened at $98.63 on Tuesday. The stock has a market cap of $134.76 billion, a P/E ratio of 124.57 and a beta of 0.25. The stock has a 50 day moving average of $98.88 and a 200-day moving average of $99.60. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46.

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.