Bright Financial Advisors Inc. Has $33.89 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Bright Financial Advisors Inc. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 334,655 shares of the company’s stock after acquiring an additional 10,702 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 21.6% of Bright Financial Advisors Inc.’s portfolio, making the stock its largest position. Bright Financial Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $33,891,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in AGG. Raymond James & Associates raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.0% in the second quarter. Raymond James & Associates now owns 68,688,883 shares of the company’s stock valued at $6,667,630,000 after purchasing an additional 2,640,524 shares during the last quarter. Envestnet Asset Management Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 11.8% in the 2nd quarter. Envestnet Asset Management Inc. now owns 44,077,554 shares of the company’s stock valued at $4,278,608,000 after buying an additional 4,641,016 shares during the last quarter. US Bancorp DE lifted its position in iShares Core U.S. Aggregate Bond ETF by 5.8% during the 2nd quarter. US Bancorp DE now owns 33,543,687 shares of the company’s stock worth $3,256,099,000 after buying an additional 1,844,683 shares in the last quarter. Mercer Global Advisors Inc. ADV boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 9.7% during the 2nd quarter. Mercer Global Advisors Inc. ADV now owns 19,344,478 shares of the company’s stock worth $1,857,893,000 after buying an additional 1,704,132 shares during the last quarter. Finally, Envestnet Portfolio Solutions Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 16.6% in the 1st quarter. Envestnet Portfolio Solutions Inc. now owns 17,226,230 shares of the company’s stock valued at $1,687,137,000 after acquiring an additional 2,455,461 shares in the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.0 %

Shares of NYSEARCA AGG traded up $0.03 during trading hours on Friday, hitting $99.50. The company had a trading volume of 4,878,672 shares, compared to its average volume of 7,968,835. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $91.58 and a 1-year high of $102.04. The firm’s 50 day moving average is $100.65 and its 200-day moving average is $98.27.

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.