iShares Core U.S. Aggregate Bond ETF $AGG Shares Purchased by PDS Planning Inc

PDS Planning Inc raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.9% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 760,978 shares of the company’s stock after purchasing an additional 21,452 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 5.3% of PDS Planning Inc’s investment portfolio, making the stock its 3rd biggest holding. PDS Planning Inc owned about 0.06% of iShares Core U.S. Aggregate Bond ETF worth $76,288,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. VAUGHAN & Co SECURITIES INC. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% in the 2nd quarter. VAUGHAN & Co SECURITIES INC. now owns 6,539 shares of the company’s stock valued at $649,000 after buying an additional 104 shares in the last quarter. Fiera Capital Corp increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.1% in the second quarter. Fiera Capital Corp now owns 9,815 shares of the company’s stock worth $974,000 after acquiring an additional 105 shares in the last quarter. Vestia Personal Wealth Advisors increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% in the second quarter. Vestia Personal Wealth Advisors now owns 2,167 shares of the company’s stock worth $215,000 after acquiring an additional 107 shares in the last quarter. Pathway Financial Advisors LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the third quarter. Pathway Financial Advisors LLC now owns 14,255 shares of the company’s stock worth $1,429,000 after purchasing an additional 109 shares during the period. Finally, Friedenthal Financial lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.0% during the 3rd quarter. Friedenthal Financial now owns 1,651 shares of the company’s stock valued at $166,000 after purchasing an additional 122 shares in the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $99.85 on Friday. The stock has a 50 day simple moving average of $100.23 and a 200 day simple moving average of $99.70. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week high of $101.35. The firm has a market capitalization of $135.32 billion, a PE ratio of 124.57 and a beta of 0.25.

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.