Optivise Advisory Services LLC Cuts Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Optivise Advisory Services LLC trimmed its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 35.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,980 shares of the company’s stock after selling 9,777 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 1.1% of Optivise Advisory Services LLC’s investment portfolio, making the stock its 19th largest position. Optivise Advisory Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,803,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Jones Financial Companies Lllp grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.5% in the first quarter. Jones Financial Companies Lllp now owns 138,625,924 shares of the company’s stock worth $13,686,743,000 after purchasing an additional 9,678,339 shares during the last quarter. Envestnet Asset Management Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 11.8% in the 2nd 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. US Bancorp DE grew its holdings in iShares Core U.S. Aggregate Bond ETF by 29.1% in the 2nd quarter. US Bancorp DE now owns 43,988,044 shares of the company’s stock worth $4,363,640,000 after acquiring an additional 9,922,958 shares during the last quarter. Bank of America Corp DE increased its position in shares of 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 valued at $4,355,153,000 after acquiring an additional 1,915,497 shares during the period. Finally, Betterment LLC raised 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 valued at $2,288,331,000 after acquiring an additional 1,191,388 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.0%

iShares Core U.S. Aggregate Bond ETF stock opened at $100.04 on Monday. The firm has a market cap of $134.62 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $95.74 and a 1-year high of $101.35. The firm has a 50-day moving average of $100.35 and a 200-day moving average of $99.65.

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.