Prosperity Planning Inc. Increases Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Prosperity Planning Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 27,857 shares of the company’s stock after buying an additional 257 shares during the quarter. Prosperity Planning Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,699,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the stock. Oliver Lagore Vanvalin Investment Group raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% in the 2nd quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock worth $25,000 after acquiring an additional 158 shares in the last quarter. Kozak & Associates Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $26,000. ST Germain D J Co. Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the 3rd quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after purchasing an additional 255 shares in the last quarter. Wagner Wealth Management LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after buying an additional 305 shares during the last quarter. Finally, Kimelman & Baird LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter worth approximately $36,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG opened at $96.92 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The company has a 50 day moving average of $97.58 and a 200 day moving average of $98.92.

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.