Envision Financial LLC Boosts Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Envision Financial LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 52.2% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 61,322 shares of the company’s stock after buying an additional 21,039 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 2.8% of Envision Financial LLC’s investment portfolio, making the stock its 11th biggest holding. Envision Financial LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,070,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in AGG. Valley National Advisers Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% during the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after acquiring an additional 200 shares in the last quarter. Cresta Advisors Ltd. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $25,000. Blueline Advisors LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $25,000. First Command Advisory Services Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 321.2% during the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock valued at $28,000 after purchasing an additional 212 shares in the last quarter. Finally, Wiser Advisor Group LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the third quarter worth about $29,000. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

AGG stock opened at $97.32 on Wednesday. The stock’s 50 day simple moving average is $98.22 and its 200 day simple moving average is $99.10. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $97.12 and a 12-month high of $101.46. The stock has a market capitalization of $137.33 billion, a PE ratio of 124.57 and a beta of 0.25.

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.