iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Position Trimmed by Financial & Tax Architects LLC
by Amy Steele · The Cerbat GemFinancial & Tax Architects LLC cut its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.8% during the 2nd quarter, Holdings Channel.com reports. The firm owned 172,717 shares of the company’s stock after selling 3,238 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 4.5% of Financial & Tax Architects LLC’s holdings, making the stock its 6th largest position. Financial & Tax Architects LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $16,766,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds also recently bought and sold shares of the stock. Raymond James & Associates lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.0% in the second quarter. Raymond James & Associates now owns 68,688,883 shares of the company’s stock valued at $6,667,630,000 after acquiring an additional 2,640,524 shares in the last quarter. Envestnet Asset Management Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 11.8% in the second quarter. Envestnet Asset Management Inc. now owns 44,077,554 shares of the company’s stock valued at $4,278,608,000 after acquiring an additional 4,641,016 shares in the last quarter. US Bancorp DE lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.8% in the second quarter. US Bancorp DE now owns 33,543,687 shares of the company’s stock valued at $3,256,099,000 after acquiring an additional 1,844,683 shares in the last quarter. Envestnet Portfolio Solutions Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 16.6% in the first quarter. Envestnet Portfolio Solutions Inc. now owns 17,226,230 shares of the company’s stock valued at $1,687,137,000 after acquiring an additional 2,455,461 shares in the last quarter. Finally, Northern Trust Corp increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.2% in the fourth quarter. Northern Trust Corp now owns 13,975,446 shares of the company’s stock worth $1,387,063,000 after purchasing an additional 167,309 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 Down 0.1 %
Shares of AGG stock opened at $101.88 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $91.58 and a 12-month high of $102.04. The stock’s 50-day moving average price is $99.80 and its 200-day moving average price is $97.88.
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.
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