Wescott Financial Advisory Group LLC Boosts Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Wescott Financial Advisory Group LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 106,819 shares of the company’s stock after buying an additional 5,548 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 0.9% of Wescott Financial Advisory Group LLC’s investment portfolio, making the stock its 24th largest position. Wescott Financial Advisory Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,669,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of AGG. Mercer Global Advisors Inc. ADV grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 17.5% during the third quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock worth $3,331,020,000 after buying an additional 4,942,715 shares in the last quarter. Constellation Investments Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 70.2% during the fourth quarter. Constellation Investments Inc. now owns 7,062,919 shares of the company’s stock worth $705,444,000 after buying an additional 2,914,000 shares in the last quarter. Valpey Financial Services LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9,942.1% during the fourth quarter. Valpey Financial Services LLC now owns 2,872,830 shares of the company’s stock worth $286,938,000 after buying an additional 2,844,222 shares in the last quarter. Bank of America Corp DE grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% during the third quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock worth $4,644,198,000 after buying an additional 2,423,410 shares in the last quarter. Finally, LPL Financial LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 19.6% during the fourth quarter. LPL Financial LLC now owns 14,085,361 shares of the company’s stock worth $1,406,846,000 after buying an additional 2,304,418 shares in the last quarter. 83.63% 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 opened at $98.88 on Friday. The company has a market cap of $135.10 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.51 and a 12 month high of $101.46. The company has a 50-day simple moving average of $98.94 and a 200-day simple moving average of $99.69.

About iShares Core U.S. Aggregate Bond ETF

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.