Lazari Capital Management Inc. Has $1.96 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Lazari Capital Management Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 42.2% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 20,219 shares of the company’s stock after buying an additional 6,000 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 0.8% of Lazari Capital Management Inc.’s holdings, making the stock its 27th biggest position. Lazari Capital Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,959,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Kozak & Associates Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $26,000. ST Germain D J Co. Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the third 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 during the period. Wagner Wealth Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after purchasing an additional 305 shares during the period. Bank of New Hampshire increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 71.7% in the fourth quarter. Bank of New Hampshire now owns 455 shares of the company’s stock worth $44,000 after purchasing an additional 190 shares during the period. Finally, Concord Wealth Partners increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 110.3% in the third quarter. Concord Wealth Partners now owns 511 shares of the company’s stock worth $52,000 after purchasing an additional 268 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG opened at $97.40 on Monday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The stock’s fifty day moving average is $97.47 and its 200 day moving average is $98.87.

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.