Compass Planning Associates Inc Invests $373,000 in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Compass Planning Associates Inc bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 3,852 shares of the company’s stock, valued at approximately $373,000. iShares Core U.S. Aggregate Bond ETF accounts for about 0.4% of Compass Planning Associates Inc’s investment portfolio, making the stock its 26th biggest position.

A number of other hedge funds have also recently made changes to their positions in AGG. Timonier Family Office LTD. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $5,074,000. Financial Harvest LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $262,000. One Day In July LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 2.2% in the fourth quarter. One Day In July LLC now owns 107,991 shares of the company’s stock worth $10,464,000 after purchasing an additional 2,317 shares in the last quarter. Auour Investments LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.9% during the 4th quarter. Auour Investments LLC now owns 20,693 shares of the company’s stock worth $2,015,000 after purchasing an additional 395 shares during the period. Finally, First Bank & Trust raised its position in iShares Core U.S. Aggregate Bond ETF by 4.2% during the 4th quarter. First Bank & Trust now owns 277,751 shares of the company’s stock valued at $26,914,000 after purchasing an additional 11,269 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $97.60 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04. The business’s fifty day simple moving average is $97.08 and its 200-day simple moving average is $98.77.

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.