Valmark Advisers Inc. Has $22.96 Million Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Valmark Advisers Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 229,072 shares of the company’s stock after purchasing an additional 14,735 shares during the quarter. Valmark Advisers Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $22,964,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of AGG. US Bancorp DE boosted its stake in iShares Core U.S. Aggregate Bond ETF by 29.1% in the second quarter. US Bancorp DE now owns 43,988,044 shares of the company’s stock valued at $4,363,640,000 after acquiring an additional 9,922,958 shares during the last quarter. Jones Financial Companies Lllp raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.5% during the 1st quarter. Jones Financial Companies Lllp now owns 138,625,924 shares of the company’s stock valued at $13,686,743,000 after acquiring an additional 9,678,339 shares during the last quarter. Envestnet Asset Management Inc. lifted its stake in shares of 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 purchasing an additional 5,728,914 shares during the period. Nisa Investment Advisors LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth $395,573,000. Finally, Envestnet Portfolio Solutions Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 12.4% in the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 18,959,615 shares of the company’s stock worth $1,880,794,000 after purchasing an additional 2,093,359 shares during the last quarter. 83.63% of the stock is owned by institutional investors.

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

NYSEARCA AGG opened at $100.16 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $101.35. The stock has a 50-day simple moving average of $100.15 and a 200 day simple moving average of $99.76. The company has a market capitalization of $136.50 billion, a PE ratio of 124.57 and a beta of 0.25.

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.