iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Holdings Lifted by Center for Financial Planning Inc.

Center for Financial Planning Inc. raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 13.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 606,411 shares of the company’s stock after purchasing an additional 72,055 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 7.8% of Center for Financial Planning Inc.’s investment portfolio, making the stock its 3rd largest position. Center for Financial Planning Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $58,761,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Professional Financial Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.3% in the 4th quarter. Professional Financial Advisors LLC now owns 664,736 shares of the company’s stock valued at $64,413,000 after purchasing an additional 8,242 shares in the last quarter. Fairvoy Private Wealth LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $12,479,000. Kingsview Wealth Management LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 35.9% during the 4th quarter. Kingsview Wealth Management LLC now owns 1,286,651 shares of the company’s stock valued at $124,676,000 after acquiring an additional 339,637 shares during the last quarter. Drucker Wealth 3.0 LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.3% during the 3rd quarter. Drucker Wealth 3.0 LLC now owns 5,724 shares of the company’s stock valued at $580,000 after acquiring an additional 340 shares during the last quarter. Finally, World Investment Advisors LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1,845.5% during the 3rd quarter. World Investment Advisors LLC now owns 320,965 shares of the company’s stock valued at $32,037,000 after acquiring an additional 304,467 shares during the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.4 %

NYSEARCA AGG opened at $97.70 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $94.85 and a 12 month high of $102.04. The company has a 50-day moving average of $97.21 and a 200-day moving average of $98.82.

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.