WealthPLAN Partners LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 83,073 shares of the company’s stock, valued at approximately $7,854,000. iShares Core U.S. Aggregate Bond ETF comprises approximately 1.4% of WealthPLAN Partners LLC’s portfolio, making the stock its 15th largest holding.
Other large investors also recently bought and sold shares of the company. Charles Schwab Trust Co grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% in the 3rd quarter. Charles Schwab Trust Co now owns 735,613 shares of the company’s stock valued at $69,545,000 after purchasing an additional 36,387 shares during the last quarter. WealthPlan Investment Management LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 8.3% during the third quarter. WealthPlan Investment Management LLC now owns 331,259 shares of the company’s stock worth $31,317,000 after purchasing an additional 25,281 shares during the last quarter. Nvwm LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 18.2% during the third quarter. Nvwm LLC now owns 37,360 shares of the company’s stock worth $3,532,000 after purchasing an additional 5,764 shares during the last quarter. Orgel Wealth Management LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.1% during the third quarter. Orgel Wealth Management LLC now owns 15,568 shares of the company’s stock worth $1,472,000 after purchasing an additional 893 shares during the last quarter. Finally, Fort Washington Investment Advisors Inc. OH purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter worth approximately $1,644,000. Institutional investors and hedge funds own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Up 0.6%
Shares of NYSEARCA AGG traded up $0.58 during mid-day trading on Thursday, hitting $95.41. 4,151,208 shares of the company were exchanged, compared to its average volume of 9,537,484. The stock has a 50 day simple moving average of $96.24 and a 200-day simple moving average of $97.81. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $93.83 and a 1-year high of $101.46. The firm has a market cap of $138.32 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26.
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.
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