Diversified Trust Co Purchases 5,537 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Diversified Trust Co lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.4% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 240,736 shares of the company’s stock after buying an additional 5,537 shares during the period. Diversified Trust Co’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $23,898,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Valley National Advisers Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% during the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after purchasing an additional 200 shares during the period. Cresta Advisors Ltd. acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $25,000. Blueline Advisors LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $25,000. First Command Advisory Services Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 321.2% in the fourth quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock valued at $28,000 after buying an additional 212 shares in the last quarter. Finally, Wiser Advisor Group LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at approximately $29,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG stock opened at $98.90 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $97.51 and a 12-month high of $101.46. The firm has a fifty day moving average of $98.90 and a 200-day moving average of $99.61. The company has a market capitalization of $135.13 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.