Adaptive Financial Consulting LLC Raises Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Adaptive Financial Consulting LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.4% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 535,246 shares of the company’s stock after purchasing an additional 12,601 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 21.5% of Adaptive Financial Consulting LLC’s portfolio, making the stock its largest position. Adaptive Financial Consulting LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $53,658,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in AGG. Envestnet Asset Management Inc. raised its stake in shares of 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 valued at $5,378,443,000 after purchasing an additional 5,728,914 shares during the period. US Bancorp DE boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 29.1% during the 2nd quarter. US Bancorp DE now owns 43,988,044 shares of the company’s stock worth $4,363,640,000 after buying an additional 9,922,958 shares during the period. Bank of America Corp DE lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 4.6% during the 2nd quarter. Bank of America Corp DE now owns 43,902,750 shares of the company’s stock worth $4,355,153,000 after purchasing an additional 1,915,497 shares during the last quarter. Betterment LLC increased its position in 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 worth $2,288,331,000 after acquiring an additional 1,191,388 shares during the period. Finally, Envestnet Portfolio Solutions Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 12.4% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 18,959,615 shares of the company’s stock worth $1,880,794,000 after buying an additional 2,093,359 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.4%

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $99.67 on Wednesday. The firm’s 50-day moving average price is $100.14 and its two-hundred day moving average price is $99.84. The company has a market capitalization of $136.05 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $96.15 and a 12-month high of $101.35.

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.