Wescott Financial Advisory Group LLC Raises Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Wescott Financial Advisory Group LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.7% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 100,114 shares of the company’s stock after purchasing an additional 3,528 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 1.0% of Wescott Financial Advisory Group LLC’s investment portfolio, making the stock its 21st largest position. Wescott Financial Advisory Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $9,903,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Mascoma Wealth Management LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 7.1% in the 1st quarter. Mascoma Wealth Management LLC now owns 474,928 shares of the company’s stock valued at $46,980,000 after acquiring an additional 31,299 shares during the period. Linscomb Wealth Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 0.4% in the 1st quarter. Linscomb Wealth Inc. now owns 64,000 shares of the company’s stock valued at $6,331,000 after acquiring an additional 244 shares during the period. Interactive Financial Advisors Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 0.8% in the 1st quarter. Interactive Financial Advisors Inc. now owns 144,383 shares of the company’s stock valued at $14,282,000 after acquiring an additional 1,170 shares during the period. Invesco Ltd. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $9,181,000. Finally, Dunhill Financial LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 104.1% in the 4th quarter. Dunhill Financial LLC now owns 5,306 shares of the company’s stock valued at $514,000 after acquiring an additional 2,706 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $98.85 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $102.04. The stock has a market cap of $128.26 billion, a P/E ratio of 124.57 and a beta of 0.12. The stock’s 50 day moving average price is $98.58 and its 200 day moving average price is $98.21.

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.