Creative Planning Reduces Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Creative Planning lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 12,373,724 shares of the company’s stock after selling 330,301 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 1.0% of Creative Planning’s portfolio, making the stock its 26th largest position. Creative Planning owned 0.95% of iShares Core U.S. Aggregate Bond ETF worth $1,227,473,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Briaud Financial Planning Inc bought a new position in iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at about $25,000. AlphaCore Capital LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the first quarter worth about $40,000. Atlas Capital Advisors Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 66.7% during the first quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock valued at $49,000 after buying an additional 200 shares during the period. MJT & Associates Financial Advisory Group Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter valued at approximately $56,000. Finally, IMA Advisory Services Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter worth approximately $60,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG stock opened at $100.00 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week high of $101.35. The firm has a market capitalization of $134.57 billion, a P/E ratio of 124.57 and a beta of 0.25. The stock has a 50 day moving average price of $100.47 and a 200 day moving average price of $99.11.

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.