iShares Core U.S. Aggregate Bond ETF $AGG Shares Purchased by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.3% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 331,259 shares of the company’s stock after purchasing an additional 25,281 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 1.5% of WealthPlan Investment Management LLC’s holdings, making the stock its 14th largest position. WealthPlan Investment Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $31,317,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in AGG. Verus Wealth Management LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the 1st quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock worth $800,000 after purchasing an additional 106 shares during the period. Childress Capital Advisors LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% in the 1st quarter. Childress Capital Advisors LLC now owns 10,646 shares of the company’s stock worth $1,057,000 after acquiring an additional 107 shares during the period. Fortitude Advisory Group L.L.C. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the second quarter. Fortitude Advisory Group L.L.C. now owns 8,566 shares of the company’s stock valued at $848,000 after acquiring an additional 107 shares during the period. Waystone Advisors LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.2% in the first quarter. Waystone Advisors LLC now owns 3,719 shares of the company’s stock valued at $369,000 after buying an additional 116 shares during the period. Finally, Evolution Wealth Management Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 13.9% in the 1st quarter. Evolution Wealth Management Inc. now owns 977 shares of the company’s stock valued at $97,000 after acquiring an additional 119 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG traded up $0.58 during trading on Thursday, reaching $95.40. The company had a trading volume of 3,844,664 shares, compared to its average volume of 9,535,017. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $93.83 and a 12-month high of $101.46. The company has a market cap of $138.32 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. The firm’s 50-day simple moving average is $96.24 and its 200 day simple moving average is $97.81.

About iShares Core U.S. Aggregate Bond ETF

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.