Mission Wealth Management LP Has $2.26 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Mission Wealth Management LP trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 31.7% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 22,758 shares of the company’s stock after selling 10,575 shares during the period. Mission Wealth Management LP’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,258,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of AGG. US Bancorp DE lifted its stake 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 valued at $4,363,640,000 after acquiring an additional 9,922,958 shares in the last quarter. Jones Financial Companies Lllp raised 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 valued at $13,686,743,000 after purchasing an additional 9,678,339 shares during the last quarter. Envestnet Asset Management Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 11.8% in the second quarter. Envestnet Asset Management Inc. now owns 54,218,326 shares of the company’s stock valued at $5,378,443,000 after purchasing an additional 5,728,914 shares during the last quarter. RWA Wealth Partners LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 8,534.9% in the first quarter. RWA Wealth Partners LLC now owns 4,916,363 shares of the company’s stock worth $486,327,000 after purchasing an additional 4,859,427 shares in the last quarter. Finally, Nisa Investment Advisors LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter worth $395,573,000. 83.63% of the stock is owned by institutional investors and hedge funds.

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

Shares of AGG stock opened at $100.54 on Monday. 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’s fifty day moving average price is $100.32 and its two-hundred day moving average price is $98.97. The firm has a market capitalization of $135.30 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.