Retirement Planning Group LLC Cuts Position in iShares Core U.S. Aggregate Bond ETF $AGG

Retirement Planning Group LLC lessened its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,538 shares of the company’s stock after selling 129 shares during the quarter. Retirement Planning Group LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $649,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in AGG. Linscomb Wealth Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.4% in the 1st quarter. Linscomb Wealth Inc. now owns 64,000 shares of the company’s stock worth $6,331,000 after purchasing an additional 244 shares during the period. Mascoma Wealth Management LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.1% in the 1st quarter. Mascoma Wealth Management LLC now owns 474,928 shares of the company’s stock worth $46,980,000 after purchasing an additional 31,299 shares during the period. Charter Capital Management LLC DE purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth approximately $3,459,000. Interactive Financial Advisors Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% in the 1st quarter. Interactive Financial Advisors Inc. now owns 144,383 shares of the company’s stock worth $14,282,000 after purchasing an additional 1,170 shares during the period. Finally, BayBridge Capital Group LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% in the 2nd quarter. BayBridge Capital Group LLC now owns 246,272 shares of the company’s stock worth $24,430,000 after purchasing an additional 2,546 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $101.22 on Thursday. The stock has a 50 day moving average price of $100.06 and a 200-day moving average price of $98.79. iShares Core U.S. Aggregate Bond ETF has a one year low of $95.74 and a one year high of $101.35. The stock has a market cap of $134.72 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12.

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.