LVZ Inc. Has $32.66 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

LVZ Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 330,172 shares of the company’s stock after buying an additional 18,347 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 4.3% of LVZ Inc.’s investment portfolio, making the stock its 10th biggest holding. LVZ Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $32,661,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Bradley & Co. Private Wealth Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth approximately $25,000. Greenline Partners LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $31,000. Godsey & Gibb Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the first quarter valued at approximately $46,000. Curio Wealth LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $50,000. Finally, Byrne Asset Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the first quarter worth $53,000. 83.63% of the stock is owned by institutional investors.

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

Shares of AGG stock opened at $98.22 on Friday. The company’s fifty day simple moving average is $97.81 and its 200-day simple moving average is $97.78. The firm has a market cap of $124.74 billion, a PE ratio of 124.57 and a beta of 0.24. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month 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.