Partners in Financial Planning acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 5,666 shares of the company’s stock, valued at approximately $549,000.
Several other hedge funds and other institutional investors have also recently modified their holdings of AGG. Bradley & Co. Private Wealth Management LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $25,000. Kozak & Associates Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $26,000. Newbridge Financial Services Group Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $33,000. Bank of Jackson Hole Trust acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $35,000. Finally, Stonebridge Financial Group LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $43,000. 83.63% of the stock is owned by hedge funds and other institutional investors.
iShares Core U.S. Aggregate Bond ETF Stock Up 0.6 %
Shares of NYSEARCA:AGG opened at $98.73 on Monday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04. The stock has a market cap of $125.39 billion, a price-to-earnings ratio of 125.34 and a beta of 0.22. The business has a 50-day moving average price of $98.00 and a 200-day moving average price of $98.41.
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.
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