Compass Planning Associates Inc Sells 3,539 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Compass Planning Associates Inc lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 86.3% during the 2nd quarter, Holdings Channel.com reports. The firm owned 561 shares of the company’s stock after selling 3,539 shares during the period. Compass Planning Associates Inc’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $56,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Briaud Financial Planning Inc bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter worth $25,000. MTM Investment Management LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the first quarter valued at about $37,000. AlphaCore Capital LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the first quarter worth about $40,000. Godsey & Gibb Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the first quarter worth about $46,000. Finally, Atlas Capital Advisors Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 66.7% during the 1st quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock worth $49,000 after purchasing an additional 200 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

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

Shares of NYSEARCA AGG opened at $100.29 on Friday. The firm has a market capitalization of $130.13 billion, a PE ratio of 124.57 and a beta of 0.12. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $101.02. The firm’s 50-day moving average is $99.59 and its 200-day moving average is $98.61.

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.