iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Phillips Wealth Planners LLC

Phillips Wealth Planners LLC decreased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 14.2% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 13,311 shares of the company’s stock after selling 2,200 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.3% of Phillips Wealth Planners LLC’s holdings, making the stock its 12th largest position. Phillips Wealth Planners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,292,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. Raymond James Financial Inc. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $7,545,901,000. Sagespring Wealth Partners LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $2,473,132,000. Ameriprise Financial Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 75.4% in the fourth quarter. Ameriprise Financial Inc. now owns 19,130,645 shares of the company’s stock valued at $1,853,830,000 after purchasing an additional 8,223,945 shares during the period. Jones Financial Companies Lllp lifted its position in iShares Core U.S. Aggregate Bond ETF by 6.1% in the fourth quarter. Jones Financial Companies Lllp now owns 128,947,585 shares of the company’s stock valued at $12,495,021,000 after purchasing an additional 7,463,618 shares during the period. Finally, Arizona PSPRS Trust lifted its position in iShares Core U.S. Aggregate Bond ETF by 64.2% in the fourth quarter. Arizona PSPRS Trust now owns 13,346,704 shares of the company’s stock valued at $1,293,296,000 after purchasing an additional 5,220,182 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.0%

Shares of NYSEARCA:AGG opened at $98.81 on Thursday. The company has a market cap of $128.45 billion, a P/E ratio of 124.57 and a beta of 0.24. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $95.74 and a 52 week high of $102.04. The company has a 50-day moving average price of $97.86 and a 200 day moving average price of $97.77.

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.