Lee Financial Co Buys 2,150 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Lee Financial Co grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 58.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,821 shares of the company’s stock after buying an additional 2,150 shares during the period. Lee Financial Co’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $564,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in AGG. Kozak & Associates Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $26,000. ST Germain D J Co. Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after purchasing an additional 255 shares in the last quarter. Newbridge Financial Services Group Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $33,000. Stonebridge Financial Group LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $43,000. Finally, Bank of New Hampshire lifted its position in iShares Core U.S. Aggregate Bond ETF by 71.7% in the 4th quarter. Bank of New Hampshire now owns 455 shares of the company’s stock worth $44,000 after buying an additional 190 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

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

Shares of AGG opened at $97.70 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04. The stock has a 50 day simple moving average of $97.17 and a two-hundred day simple moving average of $98.82.

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.