Sequent Planning LLC Raises Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Sequent Planning LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 15.1% during the fourth quarter, HoldingsChannel.com reports. The firm owned 262,041 shares of the company’s stock after purchasing an additional 34,462 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 6.7% of Sequent Planning LLC’s portfolio, making the stock its largest holding. Sequent Planning LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $26,173,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the stock. Odyssey Capital Advisors Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $349,000. TD Private Client Wealth LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 4.0% in the fourth quarter. TD Private Client Wealth LLC now owns 491,983 shares of the company’s stock worth $49,139,000 after acquiring an additional 18,896 shares in the last quarter. Evensky & Katz LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 4.3% in the fourth quarter. Evensky & Katz LLC now owns 139,416 shares of the company’s stock worth $13,925,000 after acquiring an additional 5,800 shares in the last quarter. Integrated Investment Consultants LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 62.2% in the fourth quarter. Integrated Investment Consultants LLC now owns 31,656 shares of the company’s stock worth $3,162,000 after acquiring an additional 12,141 shares in the last quarter. Finally, High Note Wealth LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 7.3% in the fourth quarter. High Note Wealth LLC now owns 123,228 shares of the company’s stock worth $12,308,000 after acquiring an additional 8,377 shares in the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.02 on Monday. The business’s fifty day simple moving average is $99.29 and its two-hundred day simple moving average is $99.93. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.66 and a 12 month high of $101.46. The company has a market capitalization of $133.92 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26.

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.