Heritage Financial Services LLC Has $6.66 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Heritage Financial Services LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.5% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 68,630 shares of the company’s stock after acquiring an additional 2,327 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 1.0% of Heritage Financial Services LLC’s investment portfolio, making the stock its 11th biggest holding. Heritage Financial Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,662,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in AGG. Raymond James & Associates boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 4.0% during the 2nd quarter. Raymond James & Associates now owns 68,688,883 shares of the company’s stock worth $6,667,630,000 after acquiring an additional 2,640,524 shares during the last quarter. Envestnet Asset Management Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.7% during the fourth quarter. Envestnet Asset Management Inc. now owns 40,781,811 shares of the company’s stock valued at $4,047,595,000 after purchasing an additional 2,209,020 shares in the last quarter. US Bancorp DE boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 9.3% during the first quarter. US Bancorp DE now owns 31,699,004 shares of the company’s stock worth $3,104,615,000 after purchasing an additional 2,691,016 shares during the last quarter. Envestnet Portfolio Solutions Inc. grew its position in 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 worth $1,687,137,000 after purchasing an additional 2,455,461 shares in the last quarter. Finally, Northern Trust Corp increased its stake in iShares Core U.S. Aggregate Bond ETF by 1.2% in the 4th quarter. Northern Trust Corp now owns 13,975,446 shares of the company’s stock valued at $1,387,063,000 after buying an additional 167,309 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG traded down $0.41 during midday trading on Thursday, reaching $100.31. The company’s stock had a trading volume of 7,750,371 shares, compared to its average volume of 8,056,489. The firm has a 50 day moving average price of $98.46 and a 200-day moving average price of $97.39. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $91.58 and a 12-month high of $100.90.

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.