iShares Core U.S. Aggregate Bond ETF $AGG Shares Bought by Simplicity Wealth LLC

Simplicity Wealth LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 54.9% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 53,109 shares of the company’s stock after buying an additional 18,832 shares during the period. Simplicity Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,272,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also made changes to their positions in the company. Raymond James Financial Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.0% in the 4th quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock valued at $8,465,912,000 after buying an additional 5,514,115 shares in the last quarter. Bank of America Corp DE raised its stake in iShares Core U.S. Aggregate Bond ETF by 16.0% during the 4th quarter. Bank of America Corp DE now owns 53,737,402 shares of the company’s stock worth $5,367,292,000 after acquiring an additional 7,411,242 shares in the last quarter. US Bancorp DE lifted its position in iShares Core U.S. Aggregate Bond ETF by 1.2% in the fourth quarter. US Bancorp DE now owns 42,844,111 shares of the company’s stock valued at $4,279,296,000 after acquiring an additional 489,837 shares during the last quarter. Mercer Global Advisors Inc. ADV lifted its position in iShares Core U.S. Aggregate Bond ETF by 9.1% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 36,259,568 shares of the company’s stock valued at $3,621,605,000 after acquiring an additional 3,032,433 shares during the last quarter. Finally, Morgan Stanley boosted its stake in iShares Core U.S. Aggregate Bond ETF by 4.0% in the fourth quarter. Morgan Stanley now owns 32,483,415 shares of the company’s stock valued at $3,244,444,000 after acquiring an additional 1,245,217 shares in the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG stock traded down $0.10 during mid-day trading on Friday, hitting $98.08. 7,745,404 shares of the stock were exchanged, compared to its average volume of 9,452,830. The stock’s fifty day simple moving average is $98.65 and its two-hundred day simple moving average is $99.47. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $97.51 and a 12-month high of $101.46. The stock has a market capitalization of $137.62 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.