WHI TRUST Co LLC Acquires Shares of 371,591 iShares Core U.S. Aggregate Bond ETF $AGG

WHI TRUST Co LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 371,591 shares of the company’s stock, valued at approximately $37,115,000. iShares Core U.S. Aggregate Bond ETF comprises approximately 28.6% of WHI TRUST Co LLC’s investment portfolio, making the stock its biggest position.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Thrivent Financial for Lutherans lifted its position in iShares Core U.S. Aggregate Bond ETF by 6.9% in the fourth quarter. Thrivent Financial for Lutherans now owns 724,493 shares of the company’s stock valued at $72,500,000 after purchasing an additional 46,486 shares during the last quarter. AM Investment Strategies LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $362,000. Halter Ferguson Financial Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 1.5% in the fourth quarter. Halter Ferguson Financial Inc. now owns 17,563 shares of the company’s stock valued at $1,754,000 after purchasing an additional 268 shares during the last quarter. New York Life Investment Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 8.8% in the fourth quarter. New York Life Investment Management LLC now owns 664,133 shares of the company’s stock valued at $66,334,000 after purchasing an additional 53,837 shares during the last quarter. Finally, Cornerstone Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 28.4% in the fourth quarter. Cornerstone Wealth Management LLC now owns 8,034 shares of the company’s stock valued at $802,000 after purchasing an additional 1,776 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 stock opened at $98.64 on Friday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $96.66 and a fifty-two week high of $101.46. The stock has a 50 day moving average price of $99.34 and a two-hundred day moving average price of $99.95. The company has a market capitalization of $134.77 billion, a P/E ratio of 124.57 and a beta of 0.26.

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.