iShares Core U.S. Aggregate Bond ETF $AGG Stock Holdings Increased by Axxcess Wealth Management LLC

Axxcess Wealth Management LLC grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,749,580 shares of the company’s stock after acquiring an additional 41,470 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 4.1% of Axxcess Wealth Management LLC’s portfolio, making the stock its 2nd biggest holding. Axxcess Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $173,558,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Cutler Investment Counsel LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% in the second quarter. Cutler Investment Counsel LLC now owns 3,127 shares of the company’s stock valued at $310,000 after acquiring an additional 155 shares in the last quarter. Acorn Financial Advisory Services Inc. ADV lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.7% in the second quarter. Acorn Financial Advisory Services Inc. ADV now owns 391,858 shares of the company’s stock valued at $38,872,000 after acquiring an additional 10,135 shares in the last quarter. Cornerstone Wealth Group LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 13.8% in the second quarter. Cornerstone Wealth Group LLC now owns 555,983 shares of the company’s stock valued at $55,153,000 after acquiring an additional 67,453 shares in the last quarter. Verdence Capital Advisors LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 4.9% during the second quarter. Verdence Capital Advisors LLC now owns 228,714 shares of the company’s stock worth $22,688,000 after buying an additional 10,703 shares during the period. Finally, Envestnet Portfolio Solutions Inc. lifted its position in 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 worth $1,880,794,000 after buying an additional 2,093,359 shares during the period. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

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

NYSEARCA AGG opened at $100.62 on Tuesday. The business’s 50-day moving average price is $99.79 and its 200 day moving average price is $98.69. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $95.74 and a twelve month high of $101.02. The company has a market capitalization of $133.00 billion, a PE ratio of 124.57 and a beta of 0.12.

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.