Simplicity Wealth LLC Sells 22,826 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Simplicity Wealth LLC reduced its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 35.2% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 42,010 shares of the company’s stock after selling 22,826 shares during the quarter. Simplicity Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,167,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the business. Jones Financial Companies Lllp increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.5% in the first quarter. Jones Financial Companies Lllp now owns 138,625,924 shares of the company’s stock worth $13,686,743,000 after acquiring an additional 9,678,339 shares in the last quarter. Raymond James Financial Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the first quarter. Raymond James Financial Inc. now owns 81,294,683 shares of the company’s stock worth $8,041,669,000 after acquiring an additional 3,421,606 shares in the last quarter. Betterment LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 10.0% in the first quarter. Betterment LLC now owns 21,876,462 shares of the company’s stock worth $2,164,020,000 after acquiring an additional 1,983,074 shares in the last quarter. Goldman Sachs Group Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 13.9% in the first quarter. Goldman Sachs Group Inc. now owns 21,095,135 shares of the company’s stock worth $2,086,731,000 after acquiring an additional 2,567,446 shares in the last quarter. Finally, Northern Trust Corp increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 14.4% in the first quarter. Northern Trust Corp now owns 16,884,474 shares of the company’s stock worth $1,670,212,000 after acquiring an additional 2,120,169 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $100.18 on Friday. The company has a market cap of $132.01 billion, a PE ratio of 124.57 and a beta of 0.12. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week high of $101.02. The stock has a 50-day simple moving average of $99.62 and a 200 day simple moving average of $98.62.

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.