Evernest Financial Advisors LLC Grows Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Evernest Financial Advisors LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.3% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 20,906 shares of the company’s stock after buying an additional 1,596 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 0.7% of Evernest Financial Advisors LLC’s holdings, making the stock its 25th largest position. Evernest Financial Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,068,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Mascoma Wealth Management LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 7.1% during the first quarter. Mascoma Wealth Management LLC now owns 474,928 shares of the company’s stock worth $46,980,000 after purchasing an additional 31,299 shares during the last quarter. Interactive Financial Advisors Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 0.8% during the first quarter. Interactive Financial Advisors Inc. now owns 144,383 shares of the company’s stock worth $14,282,000 after purchasing an additional 1,170 shares in the last quarter. Invesco Ltd. acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth approximately $9,181,000. Dunhill Financial LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 104.1% during the 4th quarter. Dunhill Financial LLC now owns 5,306 shares of the company’s stock worth $514,000 after buying an additional 2,706 shares during the last quarter. Finally, Sage Financial Group Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the 1st quarter. Sage Financial Group Inc. now owns 16,686 shares of the company’s stock valued at $1,651,000 after buying an additional 208 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $99.21 on Thursday. The firm’s fifty day moving average price is $98.30 and its 200 day moving average price is $98.08. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $102.04. The company has a market capitalization of $129.27 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12.

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.