6,205 Shares in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Purchased by Vested Financial Planning LLC

Vested Financial Planning LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 6,205 shares of the company’s stock, valued at approximately $601,000. iShares Core U.S. Aggregate Bond ETF accounts for 0.6% of Vested Financial Planning LLC’s portfolio, making the stock its 14th largest holding.

Other institutional investors have also recently made changes to their positions in the company. City State Bank boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.3% in the third quarter. City State Bank now owns 67,945 shares of the company’s stock worth $6,881,000 after buying an additional 5,795 shares during the last quarter. Retirement Planning Group LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.4% during the 3rd quarter. Retirement Planning Group LLC now owns 6,585 shares of the company’s stock valued at $667,000 after acquiring an additional 567 shares during the period. MorganRosel Wealth Management LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 4.0% in the 3rd quarter. MorganRosel Wealth Management LLC now owns 9,651 shares of the company’s stock worth $977,000 after purchasing an additional 375 shares during the period. Professional Financial Advisors LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 0.9% in the 3rd quarter. Professional Financial Advisors LLC now owns 656,494 shares of the company’s stock worth $66,483,000 after purchasing an additional 5,896 shares during the period. Finally, Ballew Advisors Inc lifted its position in iShares Core U.S. Aggregate Bond ETF by 4.8% during the third quarter. Ballew Advisors Inc now owns 32,457 shares of the company’s stock valued at $3,230,000 after purchasing an additional 1,499 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 Stock Performance

Shares of AGG opened at $97.46 on Monday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The business has a 50-day simple moving average of $97.34 and a two-hundred day simple moving average of $98.85.

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.