iShares Core U.S. Aggregate Bond ETF $AGG Shares Purchased by Sequent Planning LLC

Sequent Planning LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1,529.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 227,579 shares of the company’s stock after buying an additional 213,615 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 6.5% of Sequent Planning LLC’s portfolio, making the stock its largest position. Sequent Planning LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $22,815,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the business. Angeles Investment Advisors LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter worth about $26,000. North Ridge Wealth Advisors Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth approximately $29,000. Collier Financial acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $31,000. JCIC Asset Management Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $32,000. Finally, Evolution Wealth Management Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $40,000. 83.63% of the stock is owned by institutional investors and hedge funds.

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

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $100.12 on Friday. The firm’s 50 day simple moving average is $100.32 and its two-hundred day simple moving average is $100.25. The firm has a market capitalization of $138.37 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $96.15 and a 12-month high of $101.46.

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.