Alpha Financial Partners LLC Has $17.34 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Alpha Financial Partners LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 172,974 shares of the company’s stock after acquiring an additional 9,924 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 11.3% of Alpha Financial Partners LLC’s holdings, making the stock its 2nd biggest position. Alpha Financial Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $17,341,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Envestnet Asset Management Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 11.8% in the 2nd quarter. Envestnet Asset Management Inc. now owns 54,218,326 shares of the company’s stock valued at $5,378,443,000 after acquiring an additional 5,728,914 shares during the period. Bank of America Corp DE grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.6% in the second 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 increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.4% during the second quarter. Betterment LLC now owns 23,067,850 shares of the company’s stock worth $2,288,331,000 after purchasing an additional 1,191,388 shares during the period. Wealth Enhancement Advisory Services LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 9.7% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 18,113,855 shares of the company’s stock worth $1,813,740,000 after purchasing an additional 1,607,890 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 3.6% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 11,963,480 shares of the company’s stock valued at $1,186,777,000 after purchasing an additional 417,611 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $100.86 on Thursday. iShares Core U.S. Aggregate Bond ETF has a one year low of $96.15 and a one year high of $101.35. The firm has a market cap of $139.39 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The stock’s fifty day moving average price is $100.13 and its two-hundred day moving average price is $100.11.

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.