Aprio Wealth Management LLC Boosts Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Aprio Wealth Management LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 13.6% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 134,760 shares of the company’s stock after acquiring an additional 16,115 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 3.6% of Aprio Wealth Management LLC’s investment portfolio, making the stock its 9th largest holding. Aprio Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $13,200,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the business. Jones Financial Companies Lllp increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.2% in the first quarter. Jones Financial Companies Lllp now owns 83,962,032 shares of the company’s stock worth $8,365,977,000 after acquiring an additional 1,793,268 shares in the last quarter. Moneta Group Investment Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 90,331.9% in the fourth quarter. Moneta Group Investment Advisors LLC now owns 62,881,813 shares of the company’s stock worth $6,098,907,000 after acquiring an additional 62,812,278 shares in the last quarter. Raymond James & Associates increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.9% in the first quarter. Raymond James & Associates now owns 51,098,057 shares of the company’s stock worth $5,091,410,000 after acquiring an additional 4,178,414 shares in the last quarter. Envestnet Asset Management Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 18.6% in the first quarter. Envestnet Asset Management Inc. now owns 41,245,264 shares of the company’s stock worth $4,109,678,000 after acquiring an additional 6,466,535 shares in the last quarter. Finally, Bank of America Corp DE increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 34.1% in the fourth quarter. Bank of America Corp DE now owns 40,024,464 shares of the company’s stock worth $3,881,973,000 after acquiring an additional 10,183,968 shares in the last quarter. 83.21% of the stock is currently owned by institutional investors.

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

Shares of AGG stock traded down $0.10 on Tuesday, hitting $95.53. 2,844,760 shares of the stock were exchanged, compared to its average volume of 7,187,921. The business has a 50-day moving average of $96.58 and a 200 day moving average of $97.93. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $93.20 and a fifty-two week high of $101.15.

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.