Simplicity Wealth LLC trimmed its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 93.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,459 shares of the company’s stock after selling 46,386 shares during the period. Simplicity Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $335,000 as of its most recent SEC filing.
Other hedge funds have also modified their holdings of the company. Bradley & Co. Private Wealth Management LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $25,000. Kozak & Associates Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $26,000. Newbridge Financial Services Group Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $33,000. Bank of Jackson Hole Trust purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $35,000. Finally, Stonebridge Financial Group LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $43,000. 83.63% of the stock is owned by hedge funds and other institutional investors.
iShares Core U.S. Aggregate Bond ETF Trading Up 0.5 %
Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.82 on Tuesday. The stock has a 50-day moving average price of $97.46 and a 200 day moving average price of $98.64. The company has a market cap of $124.51 billion, a P/E ratio of 125.24 and a beta of 0.20. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $94.85 and a 1 year high of $102.04.
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.
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