Zinnia Wealth Advisory LLC Takes Position in iShares Core U.S. Aggregate Bond ETF $AGG

Zinnia Wealth Advisory LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, HoldingsChannel reports. The institutional investor bought 6,984 shares of the company’s stock, valued at approximately $698,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Mercer Global Advisors Inc. ADV raised its holdings in iShares Core U.S. Aggregate Bond ETF by 17.5% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock valued at $3,331,020,000 after acquiring an additional 4,942,715 shares during the period. Constellation Investments Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 70.2% during the fourth quarter. Constellation Investments Inc. now owns 7,062,919 shares of the company’s stock worth $705,444,000 after acquiring an additional 2,914,000 shares during the period. Valpey Financial Services LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 9,942.1% in the fourth quarter. Valpey Financial Services LLC now owns 2,872,830 shares of the company’s stock valued at $286,938,000 after purchasing an additional 2,844,222 shares during the last quarter. Bank of America Corp DE grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% in the third quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock valued at $4,644,198,000 after purchasing an additional 2,423,410 shares during the last quarter. Finally, LPL Financial LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 19.6% during the fourth quarter. LPL Financial LLC now owns 14,085,361 shares of the company’s stock worth $1,406,846,000 after purchasing an additional 2,304,418 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $98.76 on Monday. The stock has a market cap of $134.94 billion, a P/E ratio of 124.57 and a beta of 0.25. The stock has a 50 day simple moving average of $98.94 and a 200 day simple moving average of $99.68. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $97.51 and a 1-year 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.