Envision Financial LLC Trims Position in iShares Core U.S. Aggregate Bond ETF $AGG

Envision Financial LLC decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.2% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 22,804 shares of the company’s stock after selling 1,771 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 1.5% of Envision Financial LLC’s portfolio, making the stock its 21st biggest position. Envision Financial LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,262,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in AGG. Texas Yale Capital Corp. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% during the first quarter. Texas Yale Capital Corp. now owns 6,496 shares of the company’s stock valued at $643,000 after buying an additional 103 shares during the period. Tempus Wealth Planning LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.0% during the 1st quarter. Tempus Wealth Planning LLC now owns 3,830 shares of the company’s stock worth $379,000 after acquiring an additional 110 shares during the period. Cornerstone Planning Group LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 19.9% in the 1st quarter. Cornerstone Planning Group LLC now owns 686 shares of the company’s stock worth $67,000 after acquiring an additional 114 shares in the last quarter. Retirement Wealth Solutions LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% in the 1st quarter. Retirement Wealth Solutions LLC now owns 21,591 shares of the company’s stock worth $2,136,000 after acquiring an additional 116 shares in the last quarter. Finally, Howland Capital Management LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% in the 1st quarter. Howland Capital Management LLC now owns 13,949 shares of the company’s stock valued at $1,380,000 after purchasing an additional 116 shares during the period. Institutional investors own 83.63% of the company’s stock.

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

NYSEARCA AGG opened at $100.57 on Thursday. The firm has a market capitalization of $130.49 billion, a PE ratio of 124.57 and a beta of 0.12. The stock’s 50 day moving average is $99.14 and its 200 day moving average is $98.48. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $95.74 and a twelve month high of $102.03.

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.