WealthPLAN Partners LLC Makes New $1.12 Million Investment in iShares Core U.S. Aggregate Bond ETF $AGG

WealthPLAN Partners LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 11,171 shares of the company’s stock, valued at approximately $1,116,000.

A number of other hedge funds have also made changes to their positions in the stock. Kampmann Melissa S. raised its position in iShares Core U.S. Aggregate Bond ETF by 1.0% during the fourth quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock valued at $1,051,000 after acquiring an additional 100 shares in the last quarter. Rothschild Investment LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 4.4% during the third quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock valued at $245,000 after acquiring an additional 102 shares in the last quarter. Woodside Wealth Management LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 1.7% during the third quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock valued at $626,000 after acquiring an additional 104 shares in the last quarter. Stephens Consulting LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 9.4% during the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock valued at $129,000 after acquiring an additional 111 shares in the last quarter. Finally, Hoge Financial Services LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 1.3% during the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock valued at $851,000 after acquiring an additional 111 shares in the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $98.88 on Friday. The firm has a market cap of $135.10 billion, a PE ratio of 124.57 and a beta of 0.25. The firm’s 50 day moving average price is $98.94 and its 200 day moving average price is $99.69. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $97.51 and a twelve month high of $101.46.

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.