Walkner Condon Financial Advisors LLC Buys New Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Walkner Condon Financial Advisors LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 9,913 shares of the company’s stock, valued at approximately $994,000.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Envestnet Asset Management Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 11.8% during the second quarter. Envestnet Asset Management Inc. now owns 54,218,326 shares of the company’s stock worth $5,378,443,000 after acquiring an additional 5,728,914 shares during the last quarter. US Bancorp DE lifted its stake in iShares Core U.S. Aggregate Bond ETF by 29.1% in the 2nd quarter. US Bancorp DE now owns 43,988,044 shares of the company’s stock worth $4,363,640,000 after purchasing an additional 9,922,958 shares in the last quarter. Bank of America Corp DE boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.6% during the 2nd quarter. Bank of America Corp DE now owns 43,902,750 shares of the company’s stock valued at $4,355,153,000 after purchasing an additional 1,915,497 shares during the last quarter. Betterment LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.4% during the 2nd quarter. Betterment LLC now owns 23,067,850 shares of the company’s stock valued at $2,288,331,000 after purchasing an additional 1,191,388 shares during the last quarter. Finally, Envestnet Portfolio Solutions Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 12.4% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 18,959,615 shares of the company’s stock valued at $1,880,794,000 after purchasing an additional 2,093,359 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.2%

Shares of AGG stock opened at $100.05 on Friday. The stock has a market capitalization of $136.60 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $96.15 and a 12-month high of $101.35. The stock’s 50-day moving average price is $100.15 and its 200-day moving average price is $99.81.

About iShares Core U.S. Aggregate Bond ETF

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.