Phillips Wealth Planners LLC Purchases 2,386 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Phillips Wealth Planners LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 18.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,511 shares of the company’s stock after acquiring an additional 2,386 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for about 1.5% of Phillips Wealth Planners LLC’s holdings, making the stock its 9th largest position. Phillips Wealth Planners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,488,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Oliver Lagore Vanvalin Investment Group grew its position in iShares Core U.S. Aggregate Bond ETF by 162.9% during the second quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after purchasing an additional 158 shares in the last quarter. Kozak & Associates Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $26,000. ST Germain D J Co. Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after purchasing an additional 255 shares in the last quarter. Wagner Wealth Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after purchasing an additional 305 shares in the last quarter. Finally, Kimelman & Baird LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter valued at approximately $36,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.2 %

Shares of AGG opened at $97.01 on Thursday. The company’s 50 day moving average price is $97.54 and its 200 day moving average price is $98.92. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04.

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.