Envestnet Portfolio Solutions Inc. Trims Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Envestnet Portfolio Solutions Inc. lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 28.6% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,184,657 shares of the company’s stock after selling 873,073 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 0.9% of Envestnet Portfolio Solutions Inc.’s investment portfolio, making the stock its 21st largest holding. Envestnet Portfolio Solutions Inc. owned approximately 0.15% of iShares Core U.S. Aggregate Bond ETF worth $216,237,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. SkyView Investment Advisors LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at about $99,000. Talon Private Wealth LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 7.5% during the 2nd quarter. Talon Private Wealth LLC now owns 6,574 shares of the company’s stock worth $651,000 after buying an additional 456 shares during the last quarter. U S Wealth Group LLC. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 28.5% during the 2nd quarter. U S Wealth Group LLC. now owns 125,476 shares of the company’s stock worth $12,420,000 after buying an additional 27,848 shares during the last quarter. Capstone Financial Advisors Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% in the 2nd quarter. Capstone Financial Advisors Inc. now owns 87,126 shares of the company’s stock worth $8,624,000 after acquiring an additional 1,333 shares in the last quarter. Finally, Blue Edge Capital LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 17.8% in the 2nd quarter. Blue Edge Capital LLC now owns 6,302 shares of the company’s stock worth $624,000 after acquiring an additional 950 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG traded down $0.84 during trading on Wednesday, reaching $95.41. The stock had a trading volume of 17,280,449 shares, compared to its average volume of 9,201,010. iShares Core U.S. Aggregate Bond ETF has a one year low of $95.25 and a one year high of $101.46. The stock has a market cap of $136.56 billion, a PE ratio of 124.57 and a beta of 0.25. The firm’s 50 day moving average price is $97.23 and its two-hundred day moving average price is $98.35.

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.