Larry Mathis Financial Planning LLC bought a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund bought 30,524 shares of the company’s stock, valued at approximately $3,049,000. iShares Core U.S. Aggregate Bond ETF accounts for about 2.7% of Larry Mathis Financial Planning LLC’s portfolio, making the stock its 7th largest holding.
Other institutional investors have also modified their holdings of the company. Kampmann Melissa S. grew its stake in iShares Core U.S. Aggregate Bond ETF by 1.0% in the fourth quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after purchasing an additional 100 shares in the last quarter. Woodside Wealth Management LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.7% in the third quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock valued at $626,000 after buying an additional 104 shares during the last quarter. Stephens Consulting LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 9.4% during the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock valued at $129,000 after buying an additional 111 shares in the last quarter. Hoge Financial Services LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 1.3% during the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock valued at $851,000 after buying an additional 111 shares in the last quarter. Finally, Aprio Wealth Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.0% during the 3rd quarter. Aprio Wealth Management LLC now owns 10,975 shares of the company’s stock worth $1,100,000 after buying an additional 114 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Performance
Shares of AGG opened at $98.90 on Friday. The firm has a market cap of $135.13 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The stock has a 50 day moving average of $98.90 and a 200-day moving average of $99.61. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46.
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.
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