Diversify Wealth Management LLC Raises Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Diversify Wealth Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 841.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 166,332 shares of the company’s stock after acquiring an additional 148,662 shares during the quarter. Diversify Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $16,460,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Bank of America Corp DE grew its holdings in iShares Core U.S. Aggregate Bond ETF by 16.0% in 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 last quarter. Raymond James Financial Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.0% during the 4th 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 last quarter. Mercer Global Advisors Inc. ADV boosted its position 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 purchasing an additional 4,942,715 shares in the last quarter. Northern Trust Corp boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 25.1% in the 4th quarter. Northern Trust Corp now owns 20,705,925 shares of the company’s stock worth $2,068,108,000 after purchasing an additional 4,148,106 shares in the last quarter. Finally, Constellation Investments Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF by 70.2% during the 4th quarter. Constellation Investments Inc. now owns 7,062,919 shares of the company’s stock worth $705,444,000 after buying an additional 2,914,000 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG traded down $0.10 during mid-day trading on Friday, hitting $98.08. 7,745,404 shares of the company’s stock traded hands, compared to its average volume of 9,452,830. The company has a fifty day moving average of $98.65 and a 200 day moving average of $99.47. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $97.51 and a twelve month high of $101.46. The company has a market capitalization of $138.28 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.