iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by Souders Financial Advisors

Souders Financial Advisors increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 203,319 shares of the company’s stock after purchasing an additional 7,471 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 2.4% of Souders Financial Advisors’ investment portfolio, making the stock its 11th largest holding. Souders Financial Advisors’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $20,383,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Envestnet Asset Management Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 11.8% in the second quarter. Envestnet Asset Management Inc. now owns 54,218,326 shares of the company’s stock valued at $5,378,443,000 after buying an additional 5,728,914 shares during the period. US Bancorp DE raised its position 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 worth $4,363,640,000 after acquiring an additional 9,922,958 shares in the last quarter. Bank of America Corp DE raised its position in 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 worth $4,355,153,000 after acquiring an additional 1,915,497 shares in the last quarter. Betterment LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 5.4% in the 2nd quarter. Betterment LLC now owns 23,067,850 shares of the company’s stock valued at $2,288,331,000 after acquiring an additional 1,191,388 shares during the last quarter. Finally, Envestnet Portfolio Solutions Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 12.4% during the 2nd 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 owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $100.13 on Friday. The firm’s 50 day moving average is $100.13 and its 200-day moving average is $99.94. 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 has a market capitalization of $138.26 billion, a P/E 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.