Diversify Wealth Management LLC Boosts Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Diversify Wealth Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 841.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 166,332 shares of the company’s stock after buying an additional 148,662 shares during the quarter. Diversify Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $16,460,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in AGG. Towercrest Capital Management increased its holdings in iShares Core U.S. Aggregate Bond ETF by 6.7% in the 1st quarter. Towercrest Capital Management now owns 408,315 shares of the company’s stock worth $40,535,000 after acquiring an additional 25,706 shares in the last quarter. Carnegie Investment Counsel grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 29.4% in the first quarter. Carnegie Investment Counsel now owns 10,562 shares of the company’s stock valued at $1,048,000 after purchasing an additional 2,399 shares during the period. Welch & Forbes LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 40.3% during the first quarter. Welch & Forbes LLC now owns 28,450 shares of the company’s stock worth $2,824,000 after purchasing an additional 8,170 shares in the last quarter. Ferguson Wellman Capital Management Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth about $168,796,000. Finally, Midwest Trust Co boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 29.8% in the 1st quarter. Midwest Trust Co now owns 41,675 shares of the company’s stock worth $4,137,000 after buying an additional 9,580 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.1%

Shares of iShares Core U.S. Aggregate Bond ETF stock traded down $0.10 during mid-day trading on Friday, reaching $98.08. 7,745,404 shares of the stock traded hands, compared to its average volume of 9,452,830. The stock has a market capitalization of $138.28 billion, a PE ratio of 124.57 and a beta of 0.25. The business has a 50-day moving average of $98.65 and a 200 day moving average of $99.47. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $97.51 and a fifty-two week high of $101.46.

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.