Waverly Advisors LLC Has $31.82 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Waverly Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 67.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 321,460 shares of the company’s stock after purchasing an additional 129,748 shares during the period. Waverly Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $31,818,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Blueline Advisors LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $25,000. First Command Advisory Services Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 321.2% in the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after buying an additional 212 shares in the last quarter. Wiser Advisor Group LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $29,000. North Ridge Wealth Advisors Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at $29,000. Finally, Safe Harbor Fiduciary LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $29,000. 83.63% of the stock is owned by hedge funds and other institutional investors.

Get iShares Core U.S. Aggregate Bond ETF alerts:

iShares Core U.S. Aggregate Bond ETF Stock Down 0.1%

Shares of iShares Core U.S. Aggregate Bond ETF stock traded down $0.10 on Tuesday, hitting $96.90. 6,017,272 shares of the company traded hands, compared to its average volume of 9,127,565. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $96.72 and a 12-month high of $101.46. The company has a market cap of $136.74 billion, a PE ratio of 124.57 and a beta of 0.25. The company has a 50-day moving average price of $97.66 and a 200 day moving average price of $98.69.

iShares Core U.S. Aggregate Bond ETF Profile

(Free Report)

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.

See Also

• Five stocks we like better than iShares Core U.S. Aggregate Bond ETF
• Tesla’s Robotaxi Launch Wasn’t the Moment Investors Expected
• Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock
• Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement
• Q3 Earnings Could Be the Catalyst the Market Has Been Waiting For

Want to see what other hedge funds are holding AGG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report).

Receive News & Ratings for iShares Core U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.