iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stake Boosted by Sequent Planning LLC

Sequent Planning LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 12.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 9,719 shares of the company’s stock after purchasing an additional 1,050 shares during the quarter. Sequent Planning LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $942,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in AGG. Braun Bostich & Associates Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 4.5% in the fourth quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock worth $245,000 after buying an additional 109 shares during the period. Vestia Personal Wealth Advisors increased its position in iShares Core U.S. Aggregate Bond ETF by 5.1% in the fourth quarter. Vestia Personal Wealth Advisors now owns 2,493 shares of the company’s stock worth $242,000 after buying an additional 121 shares during the period. Mount Yale Investment Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 1.5% in the fourth quarter. Mount Yale Investment Advisors LLC now owns 8,246 shares of the company’s stock worth $799,000 after buying an additional 122 shares during the period. Cadent Capital Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 6.0% in the fourth quarter. Cadent Capital Advisors LLC now owns 2,172 shares of the company’s stock worth $210,000 after buying an additional 123 shares during the period. Finally, Summit Financial Strategies Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 2.0% in the fourth quarter. Summit Financial Strategies Inc. now owns 6,185 shares of the company’s stock worth $599,000 after buying an additional 123 shares during the period. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG opened at $98.74 on Monday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04. The business’s fifty day moving average price is $97.80 and its two-hundred day moving average price is $98.51. The firm has a market capitalization of $125.40 billion, a PE ratio of 125.34 and a beta of 0.22.

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.