Legacy Capital Group California Inc. Takes Position in iShares Core U.S. Aggregate Bond ETF $AGG

Legacy Capital Group California Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 8,555 shares of the company’s stock, valued at approximately $854,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Fairway Wealth LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 8.0% in the 4th quarter. Fairway Wealth LLC now owns 28,623 shares of the company’s stock valued at $2,859,000 after buying an additional 2,120 shares during the period. Joseph P. Lucia & Associates LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 15.1% during the 4th quarter. Joseph P. Lucia & Associates LLC now owns 50,174 shares of the company’s stock worth $5,011,000 after acquiring an additional 6,583 shares during the period. Amarillo National Bank boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.8% during the 4th quarter. Amarillo National Bank now owns 450,200 shares of the company’s stock valued at $44,966,000 after acquiring an additional 12,204 shares in the last quarter. HB Wealth Management LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.3% during the 4th quarter. HB Wealth Management LLC now owns 131,197 shares of the company’s stock valued at $13,104,000 after acquiring an additional 2,891 shares in the last quarter. Finally, Kingswood Wealth Advisors LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 92.1% in the fourth quarter. Kingswood Wealth Advisors LLC now owns 109,257 shares of the company’s stock valued at $10,913,000 after acquiring an additional 52,382 shares during the period. 83.63% of the stock is owned by institutional investors.

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

NYSEARCA:AGG opened at $99.61 on Thursday. The firm has a market capitalization of $136.07 billion, a PE ratio of 124.57 and a beta of 0.27. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $96.66 and a 12-month high of $101.46. The firm has a 50-day moving average price of $99.87 and a 200 day moving average price of $100.12.

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.