Larry Mathis Financial Planning LLC Purchases New Shares in iShares Core U.S. Aggregate Bond ETF $AGG

Larry Mathis Financial Planning LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 30,524 shares of the company’s stock, valued at approximately $3,049,000. iShares Core U.S. Aggregate Bond ETF makes up 2.7% of Larry Mathis Financial Planning LLC’s investment portfolio, making the stock its 7th largest position.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in AGG. Advisortrust Partners LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $529,000. Corient Private Wealth LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 41.5% in the fourth quarter. Corient Private Wealth LLC now owns 1,527,634 shares of the company’s stock valued at $152,580,000 after purchasing an additional 448,144 shares during the last quarter. Union Savings Bank acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $345,000. Hsbc Holdings PLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 45.5% during the 4th quarter. Hsbc Holdings PLC now owns 1,148,766 shares of the company’s stock valued at $114,739,000 after purchasing an additional 359,357 shares in the last quarter. Finally, Storen Legacy Partners LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $8,380,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $98.90 on Friday. The business’s 50 day moving average is $98.90 and its two-hundred day moving average is $99.61. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $97.51 and a 52-week high of $101.46. The firm has a market cap of $135.13 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.