Planned Solutions Inc. Acquires New Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Planned Solutions Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 6,097 shares of the company’s stock, valued at approximately $605,000.

Other institutional investors also recently bought and sold shares of the company. Agincourt Capital Management LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 1.7% in the third quarter. Agincourt Capital Management LLC now owns 146,235 shares of the company’s stock valued at $13,752,000 after acquiring an additional 2,450 shares in the last quarter. Mosaic Advisors LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 116.2% in the third quarter. Mosaic Advisors LLC now owns 25,640 shares of the company’s stock valued at $2,411,000 after acquiring an additional 13,778 shares in the last quarter. Your Advocates Ltd. LLP boosted its stake in iShares Core U.S. Aggregate Bond ETF by 51.1% in the third quarter. Your Advocates Ltd. LLP now owns 5,660 shares of the company’s stock valued at $532,000 after acquiring an additional 1,914 shares in the last quarter. FinTrust Capital Advisors LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 516.3% during the third quarter. FinTrust Capital Advisors LLC now owns 9,318 shares of the company’s stock worth $876,000 after buying an additional 7,806 shares during the period. Finally, J.W. Cole Advisors Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 23.6% during the third quarter. J.W. Cole Advisors Inc. now owns 65,488 shares of the company’s stock worth $6,159,000 after buying an additional 12,518 shares during the period. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.3 %

NYSEARCA:AGG opened at $98.05 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $91.58 and a 12 month high of $100.98. The firm has a fifty day simple moving average of $97.70 and a 200-day simple moving average of $96.37.

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.