iShares Core U.S. Aggregate Bond ETF $AGG Stake Increased by Center for Financial Planning Inc.

Center for Financial Planning Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,030,946 shares of the company’s stock after purchasing an additional 31,935 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 10.7% of Center for Financial Planning Inc.’s investment portfolio, making the stock its 2nd biggest position. Center for Financial Planning Inc. owned about 0.07% of iShares Core U.S. Aggregate Bond ETF worth $102,971,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Stephens Inc. AR lifted its stake in iShares Core U.S. Aggregate Bond ETF by 10.9% in the 4th quarter. Stephens Inc. AR now owns 207,813 shares of the company’s stock worth $20,756,000 after purchasing an additional 20,389 shares in the last quarter. Lockheed Martin Investment Management Co. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 1.4% in the 4th quarter. Lockheed Martin Investment Management Co. now owns 2,165,000 shares of the company’s stock worth $216,240,000 after purchasing an additional 30,000 shares in the last quarter. Northwestern Mutual Investment Management Company LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 67.0% in the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 447,618 shares of the company’s stock worth $44,708,000 after purchasing an additional 179,556 shares in the last quarter. PAX Financial Group LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 2.5% in the 4th quarter. PAX Financial Group LLC now owns 6,568 shares of the company’s stock worth $656,000 after purchasing an additional 162 shares in the last quarter. Finally, WHI TRUST Co LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $37,115,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $98.02 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.66 and a 1 year high of $101.46. The stock has a market capitalization of $133.92 billion, a PE ratio of 124.57 and a beta of 0.26. The company’s 50 day simple moving average is $99.29 and its two-hundred day simple moving average is $99.94.

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.