Liquid Strategies LLC Lowers Position in iShares Core U.S. Aggregate Bond ETF $AGG

by · The Markets Daily

Liquid Strategies LLC lessened its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 27.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 352,546 shares of the company’s stock after selling 132,314 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 7.3% of Liquid Strategies LLC’s holdings, making the stock its 3rd biggest position. Liquid Strategies LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $35,343,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of AGG. Jones Financial Companies Lllp lifted its holdings 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 purchasing an additional 9,678,339 shares during the last quarter. Envestnet Asset Management Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 11.8% during 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 buying an additional 5,728,914 shares in the last quarter. US Bancorp DE raised 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 buying an additional 9,922,958 shares during the last quarter. Bank of America Corp DE boosted its holdings 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. Finally, Betterment LLC grew 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 acquiring an additional 1,191,388 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

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

AGG opened at $100.16 on Friday. The company has a market cap of $136.50 billion, a P/E ratio of 124.57 and a beta of 0.25. The firm’s 50-day moving average price is $100.15 and its 200-day moving average price is $99.76. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week high of $101.35.

iShares Core U.S. Aggregate Bond ETF Profile

(Free Report)

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.

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