Simplify Asset Management Inc. Grows Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Simplify Asset Management Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 46.4% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,100,066 shares of the company’s stock after buying an additional 1,299,935 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 6.2% of Simplify Asset Management Inc.’s portfolio, making the stock its 3rd biggest position. Simplify Asset Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $407,014,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Kampmann Melissa S. grew its position in iShares Core U.S. Aggregate Bond ETF by 1.0% in the 4th quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock valued at $1,051,000 after acquiring an additional 100 shares during the last quarter. Verus Wealth Management LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the first quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock worth $800,000 after purchasing an additional 106 shares during the last quarter. Stephens Consulting LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.4% during the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after purchasing an additional 111 shares during the last quarter. Hoge Financial Services LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after purchasing an additional 111 shares during the last quarter. Finally, Retirement Planning Group LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% during the fourth quarter. Retirement Planning Group LLC now owns 6,640 shares of the company’s stock valued at $663,000 after purchasing an additional 114 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $98.61 on Friday. The company’s 50-day moving average price is $98.76 and its 200-day moving average price is $99.53. The stock has a market cap of $138.36 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.51 and a 12 month high of $101.46.

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.