Legacy Private Trust Co. Acquires 71,066 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Legacy Private Trust Co. raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 21.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 397,392 shares of the company’s stock after buying an additional 71,066 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 3.2% of Legacy Private Trust Co.’s holdings, making the stock its 5th largest position. Legacy Private Trust Co.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $38,925,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the stock. Key Financial Inc raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 8.2% during the 1st quarter. Key Financial Inc now owns 1,370 shares of the company’s stock worth $137,000 after buying an additional 104 shares in the last quarter. Gries Financial LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% during the 1st quarter. Gries Financial LLC now owns 10,703 shares of the company’s stock worth $1,066,000 after purchasing an additional 105 shares during the period. Benin Management CORP grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% during the 1st quarter. Benin Management CORP now owns 2,611 shares of the company’s stock worth $260,000 after purchasing an additional 111 shares during the period. Pathstone Family Office LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.0% during the 3rd quarter. Pathstone Family Office LLC now owns 6,033 shares of the company’s stock worth $581,000 after purchasing an additional 118 shares during the period. Finally, Beta Wealth Group Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.4% during the 4th quarter. Beta Wealth Group Inc. now owns 31,284 shares of the company’s stock worth $3,034,000 after purchasing an additional 126 shares during the period. 83.21% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG traded down $0.13 during trading on Friday, hitting $95.58. 1,370,306 shares of the stock were exchanged, compared to its average volume of 7,194,099. The company has a fifty day moving average price of $96.62 and a two-hundred day moving average price of $97.95. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $93.20 and a 12-month high of $101.15.

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.