Financial & Tax Architects LLC reduced its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 11.0% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 102,613 shares of the company’s stock after selling 12,658 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 2.3% of Financial & Tax Architects LLC’s portfolio, making the stock its 7th biggest holding. Financial & Tax Architects LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,186,000 as of its most recent SEC filing.
Other large investors have also recently added to or reduced their stakes in the company. Raymond James Financial Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 7.0% in the fourth quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock valued at $8,465,912,000 after purchasing an additional 5,514,115 shares during the period. Bank of America Corp DE raised its stake in iShares Core U.S. Aggregate Bond ETF by 16.0% during the fourth quarter. Bank of America Corp DE now owns 53,737,402 shares of the company’s stock worth $5,367,292,000 after purchasing an additional 7,411,242 shares during the period. US Bancorp DE raised its stake in iShares Core U.S. Aggregate Bond ETF by 1.2% during the fourth quarter. US Bancorp DE now owns 42,844,111 shares of the company’s stock worth $4,279,296,000 after purchasing an additional 489,837 shares during the period. Mercer Global Advisors Inc. ADV boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.1% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 36,259,568 shares of the company’s stock valued at $3,621,605,000 after purchasing an additional 3,032,433 shares during the last quarter. Finally, Morgan Stanley boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.0% in the 4th quarter. Morgan Stanley now owns 32,483,415 shares of the company’s stock valued at $3,244,444,000 after purchasing an additional 1,245,217 shares during the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.
iShares Core U.S. Aggregate Bond ETF Stock Down 0.4%
AGG stock opened at $98.98 on Wednesday. The company has a market cap of $135.24 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The business has a fifty day simple moving average of $98.83 and a 200-day simple moving average of $99.56. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46.
About iShares Core U.S. Aggregate Bond ETF
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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