Sequent Planning LLC Has $28.98 Million Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Sequent Planning LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 11.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 291,946 shares of the company’s stock after acquiring an additional 29,905 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 7.0% of Sequent Planning LLC’s investment portfolio, making the stock its largest holding. Sequent Planning LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $28,982,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of AGG. Bank of America Corp DE lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 16.0% during the fourth quarter. Bank of America Corp DE now owns 53,737,402 shares of the company’s stock valued at $5,367,292,000 after purchasing an additional 7,411,242 shares during the last quarter. Raymond James Financial Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.0% in the 4th quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock worth $8,465,912,000 after buying an additional 5,514,115 shares during the last quarter. Mercer Global Advisors Inc. ADV increased its position in iShares Core U.S. Aggregate Bond ETF by 17.5% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock valued at $3,331,020,000 after buying an additional 4,942,715 shares in the last quarter. Northern Trust Corp increased its position in iShares Core U.S. Aggregate Bond ETF by 25.1% during the 4th quarter. Northern Trust Corp now owns 20,705,925 shares of the company’s stock valued at $2,068,108,000 after buying an additional 4,148,106 shares in the last quarter. Finally, Constellation Investments Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 70.2% during the 4th quarter. Constellation Investments Inc. now owns 7,062,919 shares of the company’s stock valued at $705,444,000 after buying an additional 2,914,000 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

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

Shares of NYSEARCA:AGG opened at $99.34 on Friday. The stock has a fifty day simple moving average of $98.85 and a two-hundred day simple moving average of $99.57. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $97.51 and a 12-month high of $101.46. The stock has a market capitalization of $135.73 billion, a price-to-earnings 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.