Legacy Wealth Partners LLC Has $47.78 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Legacy Wealth Partners LLC trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 481,289 shares of the company’s stock after selling 21,551 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 12.0% of Legacy Wealth Partners LLC’s holdings, making the stock its biggest holding. Legacy Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $47,778,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 238.0% in the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock valued at $967,000 after buying an additional 7,030 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after acquiring an additional 3,044 shares during the last quarter. Russell Investments Group Ltd. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter valued at about $111,000. Ieq Capital LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.9% during the second quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock valued at $4,700,000 after acquiring an additional 4,269 shares in the last quarter. Finally, Quantinno Capital Management LP raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.6% in the 2nd quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock valued at $1,331,000 after purchasing an additional 943 shares during the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

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

AGG stock opened at $98.71 on Wednesday. The firm has a 50 day moving average of $98.87 and a 200 day moving average of $99.59. The stock has a market capitalization of $134.87 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46.

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.