Center for Financial Planning Inc. lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 3.6% during the 3rd quarter, Holdings Channel reports. The firm owned 999,011 shares of the company’s stock after purchasing an additional 34,563 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 10.7% of Center for Financial Planning Inc.’s portfolio, making the stock its 2nd biggest holding. Center for Financial Planning Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $100,151,000 as of its most recent SEC filing.
Several other hedge funds have also bought and sold shares of AGG. Angeles Investment Advisors LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter worth approximately $26,000. North Ridge Wealth Advisors Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $29,000. Collier Financial bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $31,000. JCIC Asset Management Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $32,000. Finally, Evolution Wealth Management Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $40,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.
iShares Core U.S. Aggregate Bond ETF Trading Up 0.3%
AGG opened at $100.45 on Wednesday. The stock’s fifty day simple moving average is $100.04 and its 200 day simple moving average is $100.03. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $96.15 and a 1-year high of $101.35. The stock has a market cap of $138.82 billion, a PE ratio of 124.57 and a beta of 0.25.
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.
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Want to see what other hedge funds are holding AGG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report).
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