Wealth Enhancement Advisory Services LLC Has $1.81 Billion Position in iShares Core U.S. Aggregate Bond ETF $AGG
by Kim Johansen · The Markets DailyWealth Enhancement Advisory Services LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 9.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 18,113,855 shares of the company’s stock after purchasing an additional 1,607,890 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 2.7% of Wealth Enhancement Advisory Services LLC’s portfolio, making the stock its 3rd biggest position. Wealth Enhancement Advisory Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,813,740,000 as of its most recent SEC filing.
A number of other large investors also recently modified their holdings of the business. US Bancorp DE grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 29.1% during the 2nd 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. Envestnet Asset Management Inc. lifted its holdings in 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 worth $5,378,443,000 after acquiring an additional 5,728,914 shares during the last quarter. Nisa Investment Advisors LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $395,573,000. Envestnet Portfolio Solutions Inc. grew its holdings in shares of 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 valued at $1,880,794,000 after purchasing an additional 2,093,359 shares during the last quarter. Finally, United Services Automobile Association raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 70.1% during the 2nd quarter. United Services Automobile Association now owns 5,022,980 shares of the company’s stock worth $498,280,000 after purchasing an additional 2,069,200 shares during the period. 83.63% of the stock is currently owned by institutional investors.
iShares Core U.S. Aggregate Bond ETF Trading Down 0.2%
Shares of NYSEARCA AGG opened at $100.05 on Monday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $96.15 and a 12-month high of $101.35. The company has a market cap of $136.60 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The stock’s 50 day simple moving average is $100.15 and its 200 day simple moving average is $99.82.
iShares Core U.S. Aggregate Bond ETF 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.
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