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

Compound Planning Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 10.1% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 299,111 shares of the company’s stock after purchasing an additional 27,484 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises approximately 0.9% of Compound Planning Inc.’s portfolio, making the stock its 24th largest position. Compound Planning Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $29,693,000 at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in AGG. Brighton Jones LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 238.0% during the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after buying an additional 7,030 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF by 50.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after buying an additional 3,044 shares during the last quarter. Russell Investments Group Ltd. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at approximately $111,000. Ieq Capital LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.9% in the second quarter. Ieq Capital LLC now owns 47,381 shares of the company’s stock valued at $4,700,000 after acquiring an additional 4,269 shares during the period. Finally, Quantinno Capital Management LP grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.6% during the second quarter. Quantinno Capital Management LP now owns 13,419 shares of the company’s stock worth $1,331,000 after acquiring an additional 943 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $97.34 on Friday. The company has a market capitalization of $137.41 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $97.27 and a 1-year high of $101.46. The business has a 50 day moving average price of $98.47 and a 200 day moving average price of $99.33.

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.