WBH Advisory Inc. Increases Position in iShares Core U.S. Aggregate Bond ETF $AGG

WBH Advisory Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 29.3% during the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 52,656 shares of the company’s stock after buying an additional 11,941 shares during the quarter. WBH Advisory Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,213,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Raymond James Financial Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 7.0% during the 4th quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock valued at $8,465,912,000 after acquiring an additional 5,514,115 shares during the period. Bank of America Corp DE grew its position in iShares Core U.S. Aggregate Bond ETF by 16.0% in the 4th quarter. Bank of America Corp DE now owns 53,737,402 shares of the company’s stock valued at $5,367,292,000 after acquiring an additional 7,411,242 shares during the last quarter. US Bancorp DE increased its stake in iShares Core U.S. Aggregate Bond ETF by 1.2% in the fourth quarter. US Bancorp DE now owns 42,844,111 shares of the company’s stock worth $4,279,296,000 after purchasing an additional 489,837 shares during the period. Mercer Global Advisors Inc. ADV increased its stake in iShares Core U.S. Aggregate Bond ETF by 9.1% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 36,259,568 shares of the company’s stock worth $3,621,605,000 after purchasing an additional 3,032,433 shares during the period. Finally, Morgan Stanley lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.0% during the fourth quarter. Morgan Stanley now owns 32,483,415 shares of the company’s stock worth $3,244,444,000 after purchasing an additional 1,245,217 shares during the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $98.61 on Friday. The company has a market cap of $138.36 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $97.51 and a twelve month high of $101.46. The stock has a fifty day simple moving average of $98.76 and a 200-day simple moving average of $99.53.

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.