Avantax Planning Partners Inc. Has $9.92 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Avantax Planning Partners Inc. decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.7% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 102,397 shares of the company’s stock after selling 6,167 shares during the quarter. Avantax Planning Partners Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $9,922,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently made changes to their positions in the business. Gables Capital Management Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at $291,000. Donaldson Capital Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 16.6% during the 4th quarter. Donaldson Capital Management LLC now owns 52,358 shares of the company’s stock worth $5,073,000 after purchasing an additional 7,466 shares in the last quarter. Smith & Howard Wealth Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.9% during the 4th quarter. Smith & Howard Wealth Management LLC now owns 610,636 shares of the company’s stock worth $59,171,000 after purchasing an additional 17,152 shares in the last quarter. Miller Financial Services LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $10,293,000. Finally, Global View Capital Management LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth about $3,459,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.5 %

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $98.82 on Tuesday. The stock has a market capitalization of $124.51 billion, a P/E ratio of 125.24 and a beta of 0.20. The company has a 50-day simple moving average of $97.46 and a 200 day simple moving average of $98.64. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04.

About iShares Core U.S. Aggregate Bond ETF

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.