PDS Planning Inc Has $66.60 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

PDS Planning Inc grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 687,306 shares of the company’s stock after purchasing an additional 43,036 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 5.9% of PDS Planning Inc’s portfolio, making the stock its 3rd biggest holding. PDS Planning Inc’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $66,600,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Passaic Partners LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 16.8% in the fourth quarter. Passaic Partners LLC now owns 342,634 shares of the company’s stock valued at $33,201,000 after acquiring an additional 49,229 shares during the period. Axxcess Wealth Management LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the fourth quarter. Axxcess Wealth Management LLC now owns 1,786,585 shares of the company’s stock valued at $173,120,000 after acquiring an additional 75,175 shares during the period. Edgemoor Investment Advisors Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 91.7% in the fourth quarter. Edgemoor Investment Advisors Inc. now owns 22,577 shares of the company’s stock valued at $2,188,000 after acquiring an additional 10,802 shares during the period. Flagship Wealth Advisors LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $162,000. Finally, Arrien Investments Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $6,391,000. Institutional investors own 83.63% of the company’s stock.

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

AGG stock opened at $98.41 on Tuesday. The firm has a 50 day moving average of $97.61 and a 200-day moving average of $98.56. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04. The firm has a market capitalization of $124.98 billion, a P/E ratio of 125.34 and a beta of 0.22.

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.