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

Lifestyle Asset Management Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 37.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 166,381 shares of the company’s stock after acquiring an additional 45,513 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 5.4% of Lifestyle Asset Management Inc.’s holdings, 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 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Valley National Advisers Inc. increased its stake in 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 during the period. Cresta Advisors Ltd. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $25,000. Blueline Advisors LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $25,000. Wiser Advisor Group LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $29,000. Finally, North Ridge Wealth Advisors Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at approximately $29,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.66 on Friday. The firm has a market cap of $134.80 billion, a PE ratio of 124.57 and a beta of 0.25. The firm’s 50 day moving average price is $98.99 and its two-hundred day moving average price is $99.75. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $97.25 and a twelve month high of $101.46.

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.