WealthPLAN Partners LLC Buys 17,079 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

WealthPLAN Partners LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 152.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 28,250 shares of the company’s stock after buying an additional 17,079 shares during the quarter. WealthPLAN Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,804,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of AGG. Blueline Advisors LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $25,000. Cresta Advisors Ltd. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $25,000. Valley National Advisers Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 339.0% during the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after purchasing an additional 200 shares during the last quarter. First Command Advisory Services Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 321.2% during the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock valued at $28,000 after purchasing an additional 212 shares during the last quarter. Finally, Wiser Advisor Group LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $29,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.5%

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.21 on Wednesday. The stock has a market capitalization of $137.80 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The firm’s 50-day moving average price is $98.72 and its two-hundred day moving average price is $99.51. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $97.51 and a 1-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.