Lifestyle Asset Management Inc. Reduces Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Lifestyle Asset Management Inc. decreased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 48.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 81,581 shares of the company’s stock after selling 75,648 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 4.3% of Lifestyle Asset Management Inc.’s portfolio, making the stock its 5th biggest position. Lifestyle Asset Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,905,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of the business. Oliver Lagore Vanvalin Investment Group increased its position in iShares Core U.S. Aggregate Bond ETF by 162.9% during the 2nd quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after buying an additional 158 shares in the last quarter. Kozak & Associates Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $26,000. ST Germain D J Co. Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after purchasing an additional 255 shares during the last quarter. Wagner Wealth Management LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after purchasing an additional 305 shares in the last quarter. Finally, Kimelman & Baird LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at about $36,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.2 %

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $96.85 on Friday. The company has a 50-day simple moving average of $97.53 and a two-hundred day simple moving average of $98.90. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04.

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.