MorganRosel Wealth Management LLC Grows Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

MorganRosel Wealth Management LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 19.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 42,542 shares of the company’s stock after purchasing an additional 6,844 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.1% of MorganRosel Wealth Management LLC’s investment portfolio, making the stock its 25th largest holding. MorganRosel Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,265,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in AGG. US Bancorp DE lifted its holdings in 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 valued at $4,363,640,000 after buying an additional 9,922,958 shares in the last quarter. Jones Financial Companies Lllp increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.5% during the first quarter. Jones Financial Companies Lllp now owns 138,625,924 shares of the company’s stock worth $13,686,743,000 after acquiring an additional 9,678,339 shares during the period. Envestnet Asset Management Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 11.8% during the second 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. Nisa Investment Advisors LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter valued at approximately $395,573,000. Finally, Envestnet Portfolio Solutions Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 12.4% in the second quarter. Envestnet Portfolio Solutions Inc. now owns 18,959,615 shares of the company’s stock valued at $1,880,794,000 after purchasing an additional 2,093,359 shares during the period. 83.63% of the stock is owned by hedge funds and other institutional investors.

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

Shares of NYSEARCA:AGG opened at $100.16 on Monday. The business’s 50 day moving average is $100.15 and its 200 day moving average is $99.77. The stock has a market cap of $136.50 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week 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.