TruWealth Advisors LLC Purchases 8,682 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

TruWealth Advisors LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 12.7% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 77,242 shares of the company’s stock after buying an additional 8,682 shares during the period. TruWealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,822,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the company. Raymond James & Associates raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.0% during the second quarter. Raymond James & Associates now owns 68,688,883 shares of the company’s stock worth $6,667,630,000 after purchasing an additional 2,640,524 shares during the period. Envestnet Asset Management Inc. increased its stake in 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 purchasing an additional 4,641,016 shares in the last quarter. US Bancorp DE raised its holdings in 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 buying an additional 1,844,683 shares during the period. Mercer Global Advisors Inc. ADV lifted its stake in iShares Core U.S. Aggregate Bond ETF by 9.7% in the second quarter. Mercer Global Advisors Inc. ADV now owns 19,344,478 shares of the company’s stock valued at $1,857,893,000 after buying an additional 1,704,132 shares in the last quarter. Finally, Envestnet Portfolio Solutions Inc. boosted its holdings 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 during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG stock opened at $99.45 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $91.58 and a 12-month high of $102.04. The firm has a fifty day moving average of $100.65 and a 200-day moving average of $98.32.

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.