iShares Core U.S. Aggregate Bond ETF $AGG Stock Sold by Larry Mathis Financial Planning LLC

Larry Mathis Financial Planning LLC lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 91.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,093 shares of the company’s stock after selling 32,362 shares during the period. Larry Mathis Financial Planning LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $292,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the company. Apollon Wealth Management LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 5.9% during the 3rd quarter. Apollon Wealth Management LLC now owns 69,648 shares of the company’s stock worth $6,585,000 after acquiring an additional 3,852 shares in the last quarter. Level Wealth Management LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at about $2,051,000. First Interstate Bank acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at about $2,981,000. Sigma Planning Corp acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at about $7,013,000. Finally, Financial Management Professionals Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at about $308,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $96.05 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $93.83 and a twelve month high of $101.46. The business has a 50-day moving average price of $95.98 and a 200 day moving average price of $98.36. The firm has a market cap of $139.45 billion, a PE ratio of 124.57 and a beta of 0.26.

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.