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

Simplicity Wealth LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 167.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 230,530 shares of the company’s stock after purchasing an additional 144,293 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 0.6% of Simplicity Wealth LLC’s portfolio, making the stock its 28th biggest position. Simplicity Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $21,794,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in AGG. Empower Annuity Insurance Co bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at $267,968,630,000. Bank of America Corp DE grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 29.6% in the 1st quarter. Bank of America Corp DE now owns 69,660,482 shares of the company’s stock worth $6,915,196,000 after buying an additional 15,923,080 shares during the period. PNC Financial Services Group Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.6% in the 1st quarter. PNC Financial Services Group Inc. now owns 10,336,251 shares of the company’s stock worth $1,026,080,000 after buying an additional 451,566 shares during the period. Royal Bank of Canada grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 39.2% in the 1st quarter. Royal Bank of Canada now owns 6,744,642 shares of the company’s stock worth $669,542,000 after buying an additional 1,898,484 shares during the period. Finally, Bank of New York Mellon Corp increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 12.7% in the 1st quarter. Bank of New York Mellon Corp now owns 6,649,043 shares of the company’s stock worth $660,051,000 after acquiring an additional 750,257 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $95.96 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $93.83 and a 1 year high of $101.46. The firm has a market cap of $139.32 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. The company has a 50-day moving average of $95.97 and a 200 day moving average of $97.64.

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.