Lakeridge Wealth Management LLC Acquires 303 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Lakeridge Wealth Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,623 shares of the company’s stock after buying an additional 303 shares during the quarter. Lakeridge Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $351,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Cornerstone Wealth Management LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% during the 3rd quarter. Cornerstone Wealth Management LLC now owns 5,196 shares of the company’s stock valued at $526,000 after purchasing an additional 109 shares during the period. LexAurum Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 19.9% during the 3rd quarter. LexAurum Advisors LLC now owns 3,692 shares of the company’s stock valued at $374,000 after buying an additional 614 shares in the last quarter. Sax Wealth Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 19.7% during the 3rd quarter. Sax Wealth Advisors LLC now owns 4,587 shares of the company’s stock valued at $465,000 after buying an additional 754 shares in the last quarter. Richard W. Paul & Associates LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.9% during the third quarter. Richard W. Paul & Associates LLC now owns 114,000 shares of the company’s stock valued at $11,545,000 after buying an additional 7,333 shares during the period. Finally, Stratos Wealth Partners LTD. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% during the third quarter. Stratos Wealth Partners LTD. now owns 182,228 shares of the company’s stock valued at $18,454,000 after buying an additional 7,684 shares during the period. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

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

Shares of NYSEARCA:AGG opened at $97.70 on Friday. The company has a 50 day moving average of $97.17 and a 200 day moving average of $98.82. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04.

About iShares Core U.S. Aggregate Bond ETF

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.