Lutz Financial Services LLC Has $21.52 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Lutz Financial Services LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 222,044 shares of the company’s stock after buying an additional 11,349 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.7% of Lutz Financial Services LLC’s investment portfolio, making the stock its 16th largest position. Lutz Financial Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $21,516,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of AGG. Kozak & Associates Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth approximately $26,000. Newbridge Financial Services Group Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth approximately $33,000. Bank of Jackson Hole Trust acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $35,000. Stonebridge Financial Group LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $43,000. Finally, Bank of New Hampshire grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 71.7% in the fourth quarter. Bank of New Hampshire now owns 455 shares of the company’s stock valued at $44,000 after purchasing an additional 190 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.4 %

iShares Core U.S. Aggregate Bond ETF stock opened at $98.02 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04. The stock’s 50 day moving average is $97.08 and its 200-day moving average is $98.75.

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.