Envision Financial LLC Increases Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Envision Financial LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 52.2% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 61,322 shares of the company’s stock after acquiring an additional 21,039 shares during the period. 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 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the company. NBC Securities Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 30.1% in the 4th quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock worth $5,932,000 after purchasing an additional 13,724 shares during the period. Clearstead Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 22.2% during the fourth quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock valued at $21,688,000 after purchasing an additional 39,415 shares during the period. SBI Securities Co. Ltd. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 2.7% during the fourth quarter. SBI Securities Co. Ltd. now owns 213,215 shares of the company’s stock valued at $21,296,000 after purchasing an additional 5,630 shares during the period. BCS Wealth Management increased its position in iShares Core U.S. Aggregate Bond ETF by 125.3% in the fourth quarter. BCS Wealth Management now owns 246,808 shares of the company’s stock worth $24,651,000 after buying an additional 137,238 shares in the last quarter. Finally, Slow Capital Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 23.6% in the fourth quarter. Slow Capital Inc. now owns 130,527 shares of the company’s stock worth $13,037,000 after buying an additional 24,945 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

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

NYSEARCA AGG opened at $97.32 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.12 and a 52 week high of $101.46. The company has a market capitalization of $137.33 billion, a P/E ratio of 124.57 and a beta of 0.25. The stock’s 50-day moving average price is $98.22 and its 200-day moving average price is $99.10.

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.