iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Position Lifted by Forbes Financial Planning Inc.

Forbes Financial Planning Inc. increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.7% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 79,470 shares of the company’s stock after buying an additional 2,808 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 5.6% of Forbes Financial Planning Inc.’s investment portfolio, making the stock its 7th biggest holding. Forbes Financial Planning Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $7,701,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in AGG. Raymond James Financial Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $7,545,901,000. Arizona PSPRS Trust acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $822,973,000. Jones Financial Companies Lllp lifted its position in iShares Core U.S. Aggregate Bond ETF by 6.1% during the 4th quarter. Jones Financial Companies Lllp now owns 128,947,585 shares of the company’s stock worth $12,495,021,000 after acquiring an additional 7,463,618 shares during the period. United Services Automobile Association lifted its position in iShares Core U.S. Aggregate Bond ETF by 105.8% during the 3rd quarter. United Services Automobile Association now owns 9,129,161 shares of the company’s stock worth $924,510,000 after acquiring an additional 4,694,299 shares during the period. Finally, Constellation Investments Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $431,100,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

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

iShares Core U.S. Aggregate Bond ETF stock opened at $98.51 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The stock has a 50 day moving average of $97.65 and a two-hundred day moving average of $98.55. The stock has a market capitalization of $125.11 billion, a price-to-earnings 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.