iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is PDS Planning Inc’s 3rd Largest Position

PDS Planning Inc grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 687,306 shares of the company’s stock after purchasing an additional 43,036 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 5.9% of PDS Planning Inc’s portfolio, making the stock its 3rd largest position. PDS Planning Inc owned about 0.06% of iShares Core U.S. Aggregate Bond ETF worth $66,600,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Howe & Rusling Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 2.4% during the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock valued at $447,000 after buying an additional 105 shares during the period. Braun Bostich & Associates Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 4.5% during the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after buying an additional 109 shares during the period. Vestia Personal Wealth Advisors grew its position in iShares Core U.S. Aggregate Bond ETF by 5.1% during the fourth quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock valued at $242,000 after buying an additional 121 shares during the period. Mount Yale Investment Advisors LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 1.5% during the fourth quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock valued at $799,000 after buying an additional 122 shares during the period. Finally, Cadent Capital Advisors LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 6.0% during the fourth quarter. Cadent Capital Advisors LLC now owns 2,172 shares of the company’s stock valued at $210,000 after buying an additional 123 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

AGG opened at $98.41 on Tuesday. The firm has a market cap of $124.98 billion, a P/E ratio of 125.34 and a beta of 0.22. The firm has a 50-day moving average of $97.61 and a 200 day moving average of $98.56. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week high of $102.04.

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.