Sequent Planning LLC Boosts Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Sequent Planning LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 15.1% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 262,041 shares of the company’s stock after acquiring an additional 34,462 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 6.7% of Sequent Planning LLC’s holdings, making the stock its largest position. Sequent Planning LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $26,173,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of AGG. Brighton Jones LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 238.0% during the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock valued at $967,000 after acquiring an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 50.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after acquiring an additional 3,044 shares in the last quarter. Russell Investments Group Ltd. bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at approximately $111,000. Ieq Capital LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 9.9% during the 2nd quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock valued at $4,700,000 after acquiring an additional 4,269 shares in the last quarter. Finally, Quantinno Capital Management LP boosted its position in iShares Core U.S. Aggregate Bond ETF by 7.6% during the 2nd quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock valued at $1,331,000 after acquiring an additional 943 shares in the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.02 on Monday. The stock’s 50 day simple moving average is $99.29 and its two-hundred day simple moving average is $99.93. The stock has a market cap of $133.92 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $96.66 and a fifty-two week high of $101.46.

About iShares Core U.S. Aggregate Bond ETF

(Free Report)

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.

Read More

Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Receive News & Ratings for iShares Core U.S. Aggregate Bond ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core U.S. Aggregate Bond ETF and related companies with MarketBeat.com's FREE daily email newsletter.