Corient Private Wealth LLC Trims Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Corient Private Wealth LLC reduced its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 53.2% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 927,151 shares of the company’s stock after selling 1,055,675 shares during the period. Corient Private Wealth LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $91,973,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of the business. US Bancorp DE grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 29.1% during the second 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 last quarter. Jones Financial Companies Lllp raised its stake in iShares Core U.S. Aggregate Bond ETF by 7.5% during the 1st quarter. Jones Financial Companies Lllp now owns 138,625,924 shares of the company’s stock valued at $13,686,743,000 after acquiring an additional 9,678,339 shares during the last quarter. Envestnet Asset Management Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 11.8% during the 2nd quarter. Envestnet Asset Management Inc. now owns 54,218,326 shares of the company’s stock worth $5,378,443,000 after acquiring an additional 5,728,914 shares during the period. RWA Wealth Partners LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 8,534.9% during the 1st quarter. RWA Wealth Partners LLC now owns 4,916,363 shares of the company’s stock worth $486,327,000 after acquiring an additional 4,859,427 shares during the period. Finally, Nisa Investment Advisors LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at approximately $395,573,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $99.91 on Tuesday. The business has a 50 day simple moving average of $100.44 and a 200-day simple moving average of $99.50. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $101.35. The stock has a market capitalization of $134.45 billion, a PE 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.