WealthPlan Investment Management LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.3% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 331,259 shares of the company’s stock after acquiring an additional 25,281 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 1.5% of WealthPlan Investment Management LLC’s investment portfolio, making the stock its 14th largest position. WealthPlan Investment Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $31,317,000 as of its most recent filing with the SEC.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Nvwm LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 18.2% in the 3rd quarter. Nvwm LLC now owns 37,360 shares of the company’s stock worth $3,532,000 after acquiring an additional 5,764 shares during the period. Orgel Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 6.1% during the 3rd quarter. Orgel Wealth Management LLC now owns 15,568 shares of the company’s stock worth $1,472,000 after acquiring an additional 893 shares during the last quarter. Fort Washington Investment Advisors Inc. OH bought a new stake in iShares Core U.S. Aggregate Bond ETF during the third quarter valued at about $1,644,000. Mather Group LLC. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the third quarter valued at about $61,761,000. Finally, MPS Loria Financial Planners LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 32.8% during the third quarter. MPS Loria Financial Planners LLC now owns 56,841 shares of the company’s stock valued at $5,374,000 after acquiring an additional 14,050 shares during the period. 83.63% of the stock is currently owned by institutional investors and hedge funds.
iShares Core U.S. Aggregate Bond ETF Stock Performance
Shares of iShares Core U.S. Aggregate Bond ETF stock traded up $0.58 during trading on Thursday, reaching $95.40. The company’s stock had a trading volume of 3,844,664 shares, compared to its average volume of 9,535,017. The business’s fifty day moving average price is $96.24 and its 200-day moving average price is $97.81. The firm has a market cap of $138.32 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. iShares Core U.S. Aggregate Bond ETF has a one year low of $93.83 and a one year high of $101.46.
iShares Core U.S. Aggregate Bond ETF Company 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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