Lowe Brockenbrough & Co. Inc. Raises Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Lowe Brockenbrough & Co. Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.7% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 483,698 shares of the company’s stock after acquiring an additional 38,531 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 2.4% of Lowe Brockenbrough & Co. Inc.’s investment portfolio, making the stock its 7th biggest holding. Lowe Brockenbrough & Co. Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $48,017,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the company. NBC Securities Inc. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 30.1% during the fourth quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock valued at $5,932,000 after buying an additional 13,724 shares during the period. Capital Asset Advisory Services LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.7% in the fourth quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock valued at $177,292,000 after acquiring an additional 141,584 shares in the last quarter. Curated Wealth Partners LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $3,913,000. CPR Investments Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 205.1% in the fourth quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock worth $5,387,000 after acquiring an additional 36,256 shares during the period. Finally, AK Global Asset Management LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $1,808,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $98.20 on Monday. The company has a market capitalization of $138.63 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The company’s 50-day simple moving average is $98.55 and its two-hundred day simple moving average is $99.40. iShares Core U.S. Aggregate Bond ETF has a one year low of $97.51 and a one year 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.