Essential Planning LLC. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 6,353.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 143,528 shares of the company’s stock after acquiring an additional 141,304 shares during the period. Essential Planning LLC.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $14,140,000 as of its most recent SEC filing.
Other institutional investors have also recently modified their holdings of the company. Bradley & Co. Private Wealth Management LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $25,000. Kozak & Associates Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $26,000. Newbridge Financial Services Group Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $33,000. Bank of Jackson Hole Trust acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $35,000. Finally, Stonebridge Financial Group LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $43,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.
iShares Core U.S. Aggregate Bond ETF Price Performance
AGG opened at $98.47 on Wednesday. The company’s 50 day simple moving average is $97.49 and its two-hundred day simple moving average is $98.62. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04. The firm has a market capitalization of $124.07 billion, a price-to-earnings ratio of 125.24 and a beta of 0.20.
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.
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