Delos Wealth Advisors LLC Boosts Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Delos Wealth Advisors LLC raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.2% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 21,829 shares of the company’s stock after buying an additional 1,275 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 2.0% of Delos Wealth Advisors LLC’s investment portfolio, making the stock its 19th biggest position. Delos Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,119,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of AGG. WMS Partners LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 0.9% in the 1st quarter. WMS Partners LLC now owns 96,744 shares of the company’s stock valued at $9,475,000 after acquiring an additional 901 shares during the period. Envestnet Asset Management Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.7% in 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 during the period. Quantitative Strategies Inc. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.2% during the fourth quarter. Quantitative Strategies Inc. now owns 2,470 shares of the company’s stock worth $245,000 after purchasing an additional 166 shares in the last quarter. Waterloo Capital L.P. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 53.8% in the 4th quarter. Waterloo Capital L.P. now owns 93,649 shares of the company’s stock valued at $9,295,000 after buying an additional 32,773 shares in the last quarter. Finally, Smith Shellnut Wilson LLC ADV lifted its stake in iShares Core U.S. Aggregate Bond ETF by 3.8% in the 4th quarter. Smith Shellnut Wilson LLC ADV now owns 58,830 shares of the company’s stock valued at $5,839,000 after buying an additional 2,152 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.1 %

NYSEARCA:AGG opened at $101.48 on Friday. The stock has a 50 day moving average of $100.01 and a two-hundred day moving average of $97.97. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $91.58 and a 12 month high of $102.04.

About iShares Core U.S. Aggregate Bond ETF

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.