50,644 Shares in iShares Core U.S. Aggregate Bond ETF $AGG Purchased by Lynch Investment Planning LLC

Lynch Investment Planning LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 50,644 shares of the company’s stock, valued at approximately $5,058,000. iShares Core U.S. Aggregate Bond ETF accounts for approximately 4.8% of Lynch Investment Planning LLC’s investment portfolio, making the stock its 6th biggest holding.

Other institutional investors and hedge funds have also made changes to their positions in the company. Bank of America Corp DE boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 16.0% in the 4th quarter. Bank of America Corp DE now owns 53,737,402 shares of the company’s stock worth $5,367,292,000 after purchasing an additional 7,411,242 shares in the last quarter. Raymond James Financial Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 7.0% during the 4th quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock valued at $8,465,912,000 after buying an additional 5,514,115 shares in the last quarter. Mercer Global Advisors Inc. ADV raised its stake in iShares Core U.S. Aggregate Bond ETF by 17.5% during the third quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock valued at $3,331,020,000 after buying an additional 4,942,715 shares during the last quarter. Northern Trust Corp raised its stake in iShares Core U.S. Aggregate Bond ETF by 25.1% during the fourth quarter. Northern Trust Corp now owns 20,705,925 shares of the company’s stock valued at $2,068,108,000 after buying an additional 4,148,106 shares during the last quarter. Finally, Constellation Investments Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 70.2% in the fourth quarter. Constellation Investments Inc. now owns 7,062,919 shares of the company’s stock worth $705,444,000 after acquiring an additional 2,914,000 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.3%

NYSEARCA AGG opened at $98.90 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.51 and a 12 month high of $101.46. The stock’s fifty day moving average price is $98.91 and its 200-day moving average price is $99.62. The stock has a market cap of $135.13 billion, a P/E ratio of 124.57 and a beta of 0.25.

About iShares Core U.S. Aggregate Bond ETF

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.