Lazari Capital Management Inc. Has $1.93 Million Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Lazari Capital Management Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.3% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 19,401 shares of the company’s stock after purchasing an additional 429 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 0.7% of Lazari Capital Management Inc.’s investment portfolio, making the stock its 27th biggest holding. Lazari Capital Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,925,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in AGG. Jones Financial Companies Lllp raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.5% in the first quarter. Jones Financial Companies Lllp now owns 138,625,924 shares of the company’s stock valued at $13,686,743,000 after purchasing an additional 9,678,339 shares during the last quarter. RWA Wealth Partners LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8,534.9% in the first quarter. RWA Wealth Partners LLC now owns 4,916,363 shares of the company’s stock valued at $486,327,000 after purchasing an additional 4,859,427 shares during the last quarter. Raymond James Financial Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the first quarter. Raymond James Financial Inc. now owns 81,294,683 shares of the company’s stock valued at $8,041,669,000 after purchasing an additional 3,421,606 shares during the last quarter. Goldman Sachs Group Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 13.9% in the first quarter. Goldman Sachs Group Inc. now owns 21,095,135 shares of the company’s stock valued at $2,086,731,000 after purchasing an additional 2,567,446 shares during the last quarter. Finally, Northern Trust Corp raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 14.4% in the first quarter. Northern Trust Corp now owns 16,884,474 shares of the company’s stock valued at $1,670,212,000 after purchasing an additional 2,120,169 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%

NYSEARCA AGG opened at $100.07 on Monday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $95.74 and a 12-month high of $101.56. The firm’s 50 day moving average is $99.44 and its 200-day moving average is $98.56. The company has a market capitalization of $129.84 billion, a PE ratio of 124.57 and a beta of 0.12.

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.