Compound Planning Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 10.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 299,111 shares of the company’s stock after acquiring an additional 27,484 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 0.9% of Compound Planning Inc.’s holdings, making the stock its 24th largest position. Compound Planning Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $29,693,000 at the end of the most recent quarter.
Other institutional investors have also added to or reduced their stakes in the company. Bank of America Corp DE raised its stake in iShares Core U.S. Aggregate Bond ETF by 16.0% during the 4th quarter. Bank of America Corp DE now owns 53,737,402 shares of the company’s stock valued at $5,367,292,000 after buying an additional 7,411,242 shares during the last quarter. Raymond James Financial Inc. boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.0% in the 4th quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock worth $8,465,912,000 after buying an additional 5,514,115 shares during the last quarter. Northern Trust Corp grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 25.1% in the fourth quarter. Northern Trust Corp now owns 20,705,925 shares of the company’s stock worth $2,068,108,000 after acquiring an additional 4,148,106 shares during the period. Mercer Global Advisors Inc. ADV lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 9.1% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 36,259,568 shares of the company’s stock valued at $3,621,605,000 after acquiring an additional 3,032,433 shares during the period. Finally, Constellation Investments Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 70.2% during the 4th quarter. Constellation Investments Inc. now owns 7,062,919 shares of the company’s stock valued at $705,444,000 after purchasing an additional 2,914,000 shares during the period. 83.63% of the stock is currently owned by hedge funds and other institutional investors.
iShares Core U.S. Aggregate Bond ETF Trading Down 0.2%
Shares of AGG stock opened at $97.34 on Friday. The stock has a market capitalization of $137.41 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $97.27 and a 12-month high of $101.46. The stock’s 50-day moving average price is $98.47 and its 200-day moving average price is $99.33.
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.
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