Provenance Wealth Advisors LLC Has $37.33 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Posted by Jeff Wilder on Mar 1st, 2026

Provenance Wealth Advisors LLC grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 372,345 shares of the company’s stock after buying an additional 6,359 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 4.8% of Provenance Wealth Advisors LLC’s investment portfolio, making the stock its 6th largest holding. Provenance Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $37,328,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Angeles Investment Advisors LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter valued at approximately $26,000. North Ridge Wealth Advisors Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter worth $29,000. Collier Financial bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at $31,000. JCIC Asset Management Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at $32,000. Finally, Evolution Wealth Management Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at $40,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA:AGG opened at $101.40 on Friday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $96.15 and a fifty-two week high of $101.46. The business has a 50-day simple moving average of $100.27 and a two-hundred day simple moving average of $100.21. The firm has a market cap of $140.13 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

About iShares Core U.S. Aggregate Bond ETF

(Free Report)

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.