Quantum Financial Planning Services Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the 4th quarter, HoldingsChannel reports. The firm purchased 34,024 shares of the company’s stock, valued at approximately $3,398,000. iShares Core U.S. Aggregate Bond ETF comprises approximately 1.2% of Quantum Financial Planning Services Inc.’s portfolio, making the stock its 9th largest holding.
Several other large investors have also recently modified their holdings of AGG. Wiser Advisor Group LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the third quarter worth $29,000. North Ridge Wealth Advisors Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at about $29,000. Collier Financial bought a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter worth about $31,000. JCIC Asset Management Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter valued at approximately $32,000. Finally, Moisand Fitzgerald Tamayo LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 78.0% during the fourth quarter. Moisand Fitzgerald Tamayo LLC now owns 331 shares of the company’s stock valued at $33,000 after buying an additional 145 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.
iShares Core U.S. Aggregate Bond ETF Stock Performance
Shares of AGG stock opened at $98.54 on Monday. The stock has a 50 day moving average price of $100.09 and a 200 day moving average price of $100.24. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $96.15 and a 52-week high of $101.46. The firm has a market capitalization of $136.18 billion, a P/E ratio of 124.57 and a beta of 0.25.
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.
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