Larry Mathis Financial Planning LLC Sells 32,362 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Larry Mathis Financial Planning LLC lowered its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 91.3% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 3,093 shares of the company’s stock after selling 32,362 shares during the quarter. Larry Mathis Financial Planning LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $292,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Main Street Group LTD purchased a new position in iShares Core U.S. Aggregate Bond ETF during the first quarter valued at $30,000. Investors Research Corp grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 73.4% in the second quarter. Investors Research Corp now owns 352 shares of the company’s stock valued at $35,000 after purchasing an additional 149 shares during the period. Signature Equity Partners LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 182.9% in the first quarter. Signature Equity Partners LLC now owns 413 shares of the company’s stock valued at $41,000 after purchasing an additional 267 shares during the period. Downshift Financial LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 306.9% during the third quarter. Downshift Financial LLC now owns 415 shares of the company’s stock worth $39,000 after purchasing an additional 313 shares in the last quarter. Finally, Steph & Co. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter worth about $40,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%

AGG stock opened at $96.05 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $93.83 and a 52 week high of $101.46. The firm has a 50-day simple moving average of $95.98 and a 200-day simple moving average of $98.36. The stock has a market capitalization of $139.45 billion, a P/E ratio of 124.57 and a beta of 0.26.

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.