Avantax Planning Partners Inc. Sells 9,859 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Avantax Planning Partners Inc. lowered its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 92,538 shares of the company’s stock after selling 9,859 shares during the period. Avantax Planning Partners Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $9,154,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of AGG. Raymond James Financial Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $7,545,901,000. Sagespring Wealth Partners LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $2,473,132,000. Ameriprise Financial Inc. grew its stake in iShares Core U.S. Aggregate Bond ETF by 75.4% in the 4th quarter. Ameriprise Financial Inc. now owns 19,130,645 shares of the company’s stock worth $1,853,830,000 after acquiring an additional 8,223,945 shares in the last quarter. Arizona PSPRS Trust increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 64.2% during the fourth quarter. Arizona PSPRS Trust now owns 13,346,704 shares of the company’s stock worth $1,293,296,000 after acquiring an additional 5,220,182 shares during the period. Finally, Bank of America Corp DE raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 9.9% during the fourth quarter. Bank of America Corp DE now owns 43,758,246 shares of the company’s stock valued at $4,240,174,000 after acquiring an additional 3,944,353 shares in the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.2%

Shares of AGG stock opened at $98.47 on Friday. The stock has a market capitalization of $127.82 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12. The stock has a fifty day simple moving average of $97.99 and a two-hundred day simple moving average of $97.79. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $95.74 and a twelve month high of $102.04.

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.