iShares Core U.S. Aggregate Bond ETF $AGG Stake Lifted by Provenance Wealth Advisors LLC

Provenance Wealth Advisors LLC raised its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 40.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 527,797 shares of the company’s stock after acquiring an additional 152,946 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 2.9% of Provenance Wealth Advisors LLC’s investment portfolio, making the stock its 10th largest position. Provenance Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $49,898,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. One Day In July LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 2.0% during the third quarter. One Day In July LLC now owns 147,583 shares of the company’s stock valued at $13,952,000 after buying an additional 2,903 shares during the period. Associated Banc Corp purchased a new position in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at $376,000. Watershed Private Wealth LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 14.0% in the third quarter. Watershed Private Wealth LLC now owns 231,883 shares of the company’s stock worth $21,922,000 after acquiring an additional 28,414 shares during the period. Integrity Alliance LLC. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter worth about $73,282,000. Finally, Integrity Advisory Solutions LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.0% in the third quarter. Integrity Advisory Solutions LLC now owns 36,010 shares of the company’s stock worth $3,404,000 after acquiring an additional 2,968 shares during the period. 83.63% of the stock is owned by institutional investors and hedge funds.

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

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $95.94 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $93.83 and a twelve month high of $101.46. The business has a 50-day moving average price of $95.79 and a 200 day moving average price of $98.21. The firm has a market cap of $139.20 billion, a PE ratio of 124.57 and a beta of 0.26.

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.