WealthPLAN Partners LLC Purchases Shares of 11,171 iShares Core U.S. Aggregate Bond ETF $AGG

WealthPLAN Partners LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 11,171 shares of the company’s stock, valued at approximately $1,116,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Principal Securities Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 5.8% during the fourth quarter. Principal Securities Inc. now owns 1,388,177 shares of the company’s stock valued at $138,651,000 after purchasing an additional 76,647 shares during the last quarter. Peterson Wealth Services grew its holdings in iShares Core U.S. Aggregate Bond ETF by 519.5% during the fourth quarter. Peterson Wealth Services now owns 5,947 shares of the company’s stock valued at $594,000 after purchasing an additional 4,987 shares during the last quarter. Resurgent Financial Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 16.3% during the fourth quarter. Resurgent Financial Advisors LLC now owns 5,082 shares of the company’s stock valued at $508,000 after purchasing an additional 713 shares during the last quarter. RKL Wealth Management LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 0.8% during the fourth quarter. RKL Wealth Management LLC now owns 66,637 shares of the company’s stock valued at $6,656,000 after purchasing an additional 549 shares during the last quarter. Finally, Investment Research Partners LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 5.9% during the fourth quarter. Investment Research Partners LLC now owns 97,161 shares of the company’s stock valued at $9,705,000 after purchasing an additional 5,405 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.6%

Shares of AGG stock opened at $98.88 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.51 and a 12 month high of $101.46. The business’s 50 day moving average is $98.94 and its two-hundred day moving average is $99.69. The company has a market cap of $135.10 billion, a PE ratio of 124.57 and a beta of 0.25.

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.