Envision Financial LLC Purchases New Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Envision Financial LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 21,817 shares of the company’s stock, valued at approximately $2,114,000. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.7% of Envision Financial LLC’s investment portfolio, making the stock its 20th biggest position.

Other hedge funds have also recently added to or reduced their stakes in the company. Oliver Lagore Vanvalin Investment Group grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% during the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock worth $25,000 after buying an additional 158 shares during the last quarter. Kozak & Associates Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $26,000. ST Germain D J Co. Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after acquiring an additional 255 shares in the last quarter. Wagner Wealth Management LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after buying an additional 305 shares during the period. Finally, Kimelman & Baird LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter worth $36,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.1 %

Shares of NYSEARCA AGG traded down $0.08 during midday trading on Monday, hitting $95.86. 2,167,713 shares of the stock traded hands, compared to its average volume of 6,936,764. The business has a 50 day moving average price of $97.75 and a two-hundred day moving average price of $98.94. 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 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.