Accurate Wealth Management LLC Has $5.18 Million Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Accurate Wealth Management LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 17.6% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 51,906 shares of the company’s stock after purchasing an additional 7,783 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.0% of Accurate Wealth Management LLC’s holdings, making the stock its 15th biggest holding. Accurate Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,180,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Raymond James & Associates raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.0% in the 2nd quarter. Raymond James & Associates now owns 68,688,883 shares of the company’s stock valued at $6,667,630,000 after acquiring an additional 2,640,524 shares during the period. Envestnet Asset Management Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 11.8% during the 2nd quarter. Envestnet Asset Management Inc. now owns 44,077,554 shares of the company’s stock worth $4,278,608,000 after acquiring an additional 4,641,016 shares in the last quarter. US Bancorp DE grew its stake in shares of 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 acquiring an additional 1,844,683 shares in the last quarter. Mercer Global Advisors Inc. ADV grew 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 acquiring an additional 1,704,132 shares in the last quarter. Finally, Envestnet Portfolio Solutions Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 16.6% in the first quarter. Envestnet Portfolio Solutions Inc. now owns 17,226,230 shares of the company’s stock valued at $1,687,137,000 after buying an additional 2,455,461 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG opened at $99.51 on Friday. 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 has a fifty day simple moving average of $100.65 and a 200 day simple moving average of $98.34.

iShares Core U.S. Aggregate Bond ETF Company 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.