Joseph P. Lucia & Associates LLC Boosts Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Joseph P. Lucia & Associates LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 15.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 39,443 shares of the company’s stock after purchasing an additional 5,254 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 1.7% of Joseph P. Lucia & Associates LLC’s holdings, making the stock its 16th largest position. Joseph P. Lucia & Associates LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,822,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Ironwood Wealth Management LLC. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 53,307 shares of the company’s stock valued at $5,174,000 after buying an additional 2,624 shares during the period. Magnolia Capital Advisors LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $1,845,000. Silver Lake Advisory LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth approximately $594,000. Kampmann Melissa S. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 12.3% during the 2nd quarter. Kampmann Melissa S. now owns 9,778 shares of the company’s stock worth $949,000 after purchasing an additional 1,070 shares during the period. Finally, Newport Capital Group LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at $3,932,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $97.55 on Tuesday. The firm’s fifty day moving average is $97.50 and its 200 day moving average is $98.90. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04.

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.