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

Simplicity Wealth LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 167.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 230,530 shares of the company’s stock after buying an additional 144,293 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 0.6% of Simplicity Wealth LLC’s investment portfolio, making the stock its 28th biggest holding. Simplicity Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $21,794,000 as of its most recent filing with the Securities and Exchange Commission.

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

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