Lumature Wealth Partners LLC Has $6.06 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Lumature Wealth Partners LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGGet Rating) by 2.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 53,088 shares of the company’s stock after acquiring an additional 1,386 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 2.4% of Lumature Wealth Partners LLC’s portfolio, making the stock its 9th largest holding. Lumature Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,056,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of the company. People s United Financial Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 1.4% during the 3rd quarter. People s United Financial Inc. now owns 233,606 shares of the company’s stock worth $26,825,000 after purchasing an additional 3,276 shares in the last quarter. BOKF NA acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $32,587,000. Retirement Systems of Alabama increased its position in iShares Core U.S. Aggregate Bond ETF by 27.2% in the 4th quarter. Retirement Systems of Alabama now owns 19,323 shares of the company’s stock valued at $2,204,000 after acquiring an additional 4,133 shares during the period. NewEdge Wealth LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 10.8% in the 3rd quarter. NewEdge Wealth LLC now owns 39,182 shares of the company’s stock valued at $4,499,000 after acquiring an additional 3,834 shares during the period. Finally, Blue Barn Wealth LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 25.5% in the 3rd quarter. Blue Barn Wealth LLC now owns 37,080 shares of the company’s stock valued at $4,258,000 after acquiring an additional 7,541 shares during the period. 82.41% of the stock is owned by institutional investors.

Shares of NYSEARCA AGG opened at $102.51 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $101.47 and a 52-week high of $116.83. The firm has a 50 day moving average price of $105.15 and a two-hundred day moving average price of $110.12.

iShares Core U.S. Aggregate Bond ETF Profile (Get Rating)

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.

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Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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