Independent Solutions Wealth Management LLC Has $14.99 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Independent Solutions Wealth Management LLC decreased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 148,016 shares of the company’s stock after selling 3,110 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 3.4% of Independent Solutions Wealth Management LLC’s holdings, making the stock its 5th largest holding. Independent Solutions Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $14,990,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in AGG. Arizona PSPRS Trust bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at about $822,973,000. State of Michigan Retirement System acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $498,454,000. United Services Automobile Association boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 105.8% during the 3rd quarter. United Services Automobile Association now owns 9,129,161 shares of the company’s stock worth $924,510,000 after acquiring an additional 4,694,299 shares during the period. Envestnet Asset Management Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 11.8% during the 2nd quarter. Envestnet Asset Management Inc. now owns 44,077,554 shares of the company’s stock worth $4,278,608,000 after acquiring an additional 4,641,016 shares during the last quarter. Finally, US Bancorp DE raised its stake in iShares Core U.S. Aggregate Bond ETF by 11.1% in the 3rd quarter. US Bancorp DE now owns 37,260,740 shares of the company’s stock valued at $3,697,061,000 after acquiring an additional 3,717,053 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

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

AGG stock traded down $0.20 during midday trading on Thursday, reaching $96.75. 7,337,728 shares of the company were exchanged, compared to its average volume of 8,158,778. The business has a 50-day moving average price of $98.52 and a two-hundred day moving average price of $99.01. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04.

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.