Creative Planning trimmed its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 0.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,489,596 shares of the company’s stock after selling 22,026 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 1.7% of Creative Planning’s holdings, making the stock its 17th largest position. Creative Planning owned 1.33% of iShares Core U.S. Aggregate Bond ETF worth $1,114,376,000 as of its most recent SEC filing.
Several other institutional investors have also made changes to their positions in AGG. VitalStone Financial LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $26,000. Roble Belko & Company Inc acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $28,000. Sound Financial Strategies Group LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $30,000. New Millennium Group LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 188.4% in the 4th quarter. New Millennium Group LLC now owns 323 shares of the company’s stock valued at $31,000 after acquiring an additional 211 shares in the last quarter. Finally, EWG Elevate Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $36,000. 80.07% of the stock is currently owned by institutional investors.
iShares Core U.S. Aggregate Bond ETF Price Performance
NYSEARCA AGG traded down $0.03 during midday trading on Friday, hitting $97.46. The company had a trading volume of 1,816,325 shares, compared to its average volume of 7,007,370. The firm has a 50-day moving average price of $99.35 and a 200-day moving average price of $98.67. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $93.20 and a twelve month high of $104.39.
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.
Further Reading
- Get a free copy of the StockNews.com research report on iShares Core U.S. Aggregate Bond ETF (AGG)
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