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

Center for Financial Planning Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.2% during the 4th quarter, HoldingsChannel.com reports. The fund owned 1,030,946 shares of the company’s stock after acquiring an additional 31,935 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 10.7% of Center for Financial Planning Inc.’s investment portfolio, making the stock its 2nd largest holding. Center for Financial Planning Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $102,971,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Valley National Advisers Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 339.0% during the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after buying an additional 200 shares in the last quarter. Cresta Advisors Ltd. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $25,000. Wiser Advisor Group LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at $29,000. North Ridge Wealth Advisors Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at $29,000. Finally, Collier Financial purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at $31,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.02 on Friday. The firm’s fifty day moving average price is $99.29 and its 200-day moving average price is $99.94. The stock has a market cap of $133.92 billion, a P/E 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

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.