iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Acquired by Forbes Financial Planning Inc.

Forbes Financial Planning Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 79,470 shares of the company’s stock after buying an additional 2,808 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 5.6% of Forbes Financial Planning Inc.’s investment portfolio, making the stock its 7th biggest holding. Forbes Financial Planning Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,701,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. PDS Planning Inc raised its holdings in iShares Core U.S. Aggregate Bond ETF by 6.7% during the fourth quarter. PDS Planning Inc now owns 687,306 shares of the company’s stock worth $66,600,000 after purchasing an additional 43,036 shares during the last quarter. Passaic Partners LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 16.8% in the fourth quarter. Passaic Partners LLC now owns 342,634 shares of the company’s stock valued at $33,201,000 after purchasing an additional 49,229 shares during the period. Axxcess Wealth Management LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the fourth quarter. Axxcess Wealth Management LLC now owns 1,786,585 shares of the company’s stock valued at $173,120,000 after purchasing an additional 75,175 shares during the period. Edgemoor Investment Advisors Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 91.7% in the fourth quarter. Edgemoor Investment Advisors Inc. now owns 22,577 shares of the company’s stock valued at $2,188,000 after purchasing an additional 10,802 shares during the period. Finally, Flagship Wealth Advisors LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $162,000. 83.63% of the stock is owned by institutional investors and hedge funds.

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

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.51 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The stock has a market capitalization of $125.11 billion, a P/E ratio of 125.34 and a beta of 0.22. The business’s fifty day moving average price is $97.65 and its 200 day moving average price is $98.55.

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.