Aquire Wealth Advisors LLC reduced its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 9.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 143,524 shares of the company’s stock after selling 15,783 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 3.7% of Aquire Wealth Advisors LLC’s investment portfolio, making the stock its 5th largest holding. Aquire Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $14,335,000 at the end of the most recent quarter.
A number of other large investors also recently modified their holdings of AGG. Raymond James Financial Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.5% during the third quarter. Raymond James Financial Inc. now owns 79,246,704 shares of the company’s stock worth $7,944,482,000 after purchasing an additional 1,911,414 shares during the period. Bank of America Corp DE increased its stake in iShares Core U.S. Aggregate Bond ETF by 5.5% in the third quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock valued at $4,644,198,000 after purchasing an additional 2,423,410 shares in the last quarter. Mercer Global Advisors Inc. ADV raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 17.5% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock worth $3,331,020,000 after acquiring an additional 4,942,715 shares during the last quarter. Betterment LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 6.5% during the 3rd quarter. Betterment LLC now owns 24,568,480 shares of the company’s stock valued at $2,462,990,000 after acquiring an additional 1,500,630 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.7% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 18,113,855 shares of the company’s stock valued at $1,813,740,000 after acquiring an additional 1,607,890 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.
iShares Core U.S. Aggregate Bond ETF Stock Down 0.8%
NYSEARCA AGG opened at $98.66 on Friday. The company has a market cap of $136.35 billion, a PE ratio of 124.57 and a beta of 0.25. The firm’s 50-day simple moving average is $100.23 and its two-hundred day simple moving average is $100.27. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.15 and a 52 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.
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