iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Total Wealth Planning LLC

Total Wealth Planning LLC reduced its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 12,805 shares of the company’s stock after selling 135 shares during the quarter. Total Wealth Planning LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,267,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the stock. Greenwood Capital Associates LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.0% during the 1st quarter. Greenwood Capital Associates LLC now owns 127,298 shares of the company’s stock worth $12,592,000 after purchasing an additional 2,544 shares during the period. Erickson Financial Group LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% during the 1st quarter. Erickson Financial Group LLC now owns 68,532 shares of the company’s stock worth $6,779,000 after acquiring an additional 1,416 shares in the last quarter. GPS Wealth Strategies Group LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 11.8% during the 1st quarter. GPS Wealth Strategies Group LLC now owns 151,569 shares of the company’s stock valued at $14,993,000 after acquiring an additional 16,022 shares during the period. Fifth Third Bancorp grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.8% during the 1st quarter. Fifth Third Bancorp now owns 668,296 shares of the company’s stock valued at $66,108,000 after acquiring an additional 24,564 shares during the period. Finally, Zhang Financial LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 352.4% in the 1st quarter. Zhang Financial LLC now owns 145,177 shares of the company’s stock valued at $14,361,000 after purchasing an additional 113,088 shares in the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG stock opened at $97.95 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $95.74 and a 1-year high of $102.04. The company has a market cap of $124.40 billion, a price-to-earnings ratio of 124.57 and a beta of 0.24. The stock has a 50 day simple moving average of $97.75 and a 200-day simple moving average of $97.82.

iShares Core U.S. Aggregate Bond ETF 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.