WealthPlan Investment Management LLC Has $10.44 Million Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

WealthPlan Investment Management LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 63.0% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 104,491 shares of the company’s stock after buying an additional 40,376 shares during the quarter. WealthPlan Investment Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,437,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in 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 valued at $1,051,000 after acquiring an additional 100 shares during the period. Rothschild Investment LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% during the third quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock worth $245,000 after buying an additional 102 shares during the period. Woodside Wealth Management LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.7% during the third quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock worth $626,000 after buying an additional 104 shares during the period. Stephens Consulting LLC boosted its position in shares of 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 worth $129,000 after buying an additional 111 shares during the period. Finally, Hoge Financial Services LLC boosted its position in shares of 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 worth $851,000 after buying an additional 111 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $98.02 on Friday. The stock has a market capitalization of $133.92 billion, a P/E ratio of 124.57 and a beta of 0.26. The business has a 50-day moving average of $99.29 and a 200-day moving average of $99.94. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $96.66 and a fifty-two week 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.