Simplify Asset Management Inc. Has $407.01 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Simplify Asset Management Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 46.4% in the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 4,100,066 shares of the company’s stock after purchasing an additional 1,299,935 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 6.2% of Simplify Asset Management Inc.’s portfolio, making the stock its 3rd biggest holding. Simplify Asset Management Inc. owned about 0.30% of iShares Core U.S. Aggregate Bond ETF worth $407,014,000 as of its most recent filing with the SEC.

Several other large investors have also recently modified their holdings of AGG. Kampmann Melissa S. lifted its position in iShares Core U.S. Aggregate Bond ETF by 1.0% in the fourth quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after buying an additional 100 shares during the last quarter. Verus Wealth Management LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 1.3% during the first quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock worth $800,000 after buying an additional 106 shares during the period. Stephens Consulting LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 9.4% during the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock valued at $129,000 after acquiring an additional 111 shares during the last quarter. Hoge Financial Services LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 1.3% during the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock valued at $851,000 after acquiring an additional 111 shares during the last quarter. Finally, Retirement Planning Group LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 1.7% during the fourth quarter. Retirement Planning Group LLC now owns 6,640 shares of the company’s stock valued at $663,000 after acquiring an additional 114 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $98.61 on Friday. The company’s fifty day simple moving average is $98.76 and its 200-day simple moving average is $99.53. The company has a market cap of $138.36 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $97.51 and a twelve month high of $101.46.

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.