Retirement Planning Group LLC Boosts Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Retirement Planning Group LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 262.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 24,092 shares of the company’s stock after purchasing an additional 17,452 shares during the period. Retirement Planning Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,392,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently added to or reduced their stakes in the company. Kampmann Melissa S. increased its position in iShares Core U.S. Aggregate Bond ETF by 1.0% during the 4th quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock worth $1,051,000 after purchasing an additional 100 shares during the period. Verus Wealth Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the 1st quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock valued at $800,000 after buying an additional 106 shares during the period. Childress Capital Advisors LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% in the first quarter. Childress Capital Advisors LLC now owns 10,646 shares of the company’s stock valued at $1,057,000 after buying an additional 107 shares in the last quarter. Stephens Consulting LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 9.4% in the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock valued at $129,000 after buying an additional 111 shares in the last quarter. Finally, Hoge Financial Services LLC grew its holdings in 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 acquiring an additional 111 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG stock opened at $97.71 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $97.51 and a 1-year high of $101.46. The business’s fifty day moving average price is $98.62 and its 200 day moving average price is $99.45. The firm has a market capitalization of $137.76 billion, a PE ratio of 124.57 and a beta of 0.25.

iShares Core U.S. Aggregate Bond ETF 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.