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

Waverly Advisors LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 67.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 321,460 shares of the company’s stock after buying 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 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Blueline Advisors LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $25,000. First Command Advisory Services Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 321.2% during the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock valued at $28,000 after acquiring an additional 212 shares in the last quarter. Wiser Advisor Group LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $29,000. North Ridge Wealth Advisors Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at about $29,000. Finally, Safe Harbor Fiduciary LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $29,000. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG traded down $0.10 during trading on Tuesday, reaching $96.90. The stock had a trading volume of 6,017,272 shares, compared to its average volume of 9,127,565. The stock has a market capitalization of $136.74 billion, a PE ratio of 124.57 and a beta of 0.25. The business’s 50-day moving average price is $97.66 and its 200 day moving average price is $98.69. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.72 and a 52 week high of $101.46.

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.