iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by Wescott Financial Advisory Group LLC

Wescott Financial Advisory Group LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 106,819 shares of the company’s stock after acquiring an additional 5,548 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 0.9% of Wescott Financial Advisory Group LLC’s investment portfolio, making the stock its 24th largest position. Wescott Financial Advisory Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,669,000 as of its most recent filing with the SEC.

Several other hedge funds have also modified their holdings of the stock. Raymond James Financial Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.5% in the third quarter. Raymond James Financial Inc. now owns 79,246,704 shares of the company’s stock worth $7,944,482,000 after acquiring an additional 1,911,414 shares during the last quarter. Bank of America Corp DE boosted its position in shares of 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 worth $4,644,198,000 after acquiring an additional 2,423,410 shares during the last quarter. US Bancorp DE boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.2% in the fourth quarter. US Bancorp DE now owns 42,844,111 shares of the company’s stock worth $4,279,296,000 after acquiring an additional 489,837 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 third 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. Finally, Betterment LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.5% in the third quarter. Betterment LLC now owns 24,568,480 shares of the company’s stock worth $2,462,990,000 after acquiring an additional 1,500,630 shares during the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG opened at $98.88 on Friday. The company’s 50 day simple moving average is $98.94 and its 200 day simple moving average is $99.69. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.51 and a 1 year high of $101.46. The stock has a market capitalization of $135.10 billion, a PE ratio of 124.57 and a beta of 0.25.

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.