Simplicity Wealth LLC Reduces Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Simplicity Wealth LLC reduced its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 22.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 32,605 shares of the company’s stock after selling 9,405 shares during the period. Simplicity Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,269,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Envestnet Asset Management Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 11.8% during the 2nd quarter. Envestnet Asset Management Inc. now owns 54,218,326 shares of the company’s stock worth $5,378,443,000 after buying an additional 5,728,914 shares during the last quarter. US Bancorp DE lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 29.1% in the second quarter. US Bancorp DE now owns 43,988,044 shares of the company’s stock valued at $4,363,640,000 after acquiring an additional 9,922,958 shares during the last quarter. Bank of America Corp DE grew its position in iShares Core U.S. Aggregate Bond ETF by 4.6% in the second quarter. Bank of America Corp DE now owns 43,902,750 shares of the company’s stock worth $4,355,153,000 after acquiring an additional 1,915,497 shares during the period. Betterment LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 5.4% during the second quarter. Betterment LLC now owns 23,067,850 shares of the company’s stock worth $2,288,331,000 after acquiring an additional 1,191,388 shares during the last quarter. Finally, Envestnet Portfolio Solutions Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 12.4% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 18,959,615 shares of the company’s stock valued at $1,880,794,000 after purchasing an additional 2,093,359 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.3%

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $100.00 on Thursday. The firm has a market cap of $136.50 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 $96.15 and a 52 week high of $101.35. The business’s fifty day simple moving average is $100.13 and its 200-day simple moving average is $99.84.

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.