iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stock Position Lowered by WealthPLAN Partners LLC

WealthPLAN Partners LLC reduced its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 25.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,270 shares of the company’s stock after selling 1,797 shares during the quarter. WealthPLAN Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $534,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of AGG. WMS Partners LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 0.9% during the 1st quarter. WMS Partners LLC now owns 96,744 shares of the company’s stock worth $9,475,000 after acquiring an additional 901 shares during the period. FineMark National Bank & Trust grew its position in iShares Core U.S. Aggregate Bond ETF by 0.7% during the second quarter. FineMark National Bank & Trust now owns 14,659 shares of the company’s stock valued at $1,423,000 after purchasing an additional 108 shares in the last quarter. Spectrum Investment Advisors Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 24.1% in the 2nd quarter. Spectrum Investment Advisors Inc. now owns 46,767 shares of the company’s stock valued at $4,540,000 after buying an additional 9,087 shares during the period. Wagner Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after buying an additional 305 shares in the last quarter. Finally, AE Wealth Management LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 48.7% during the 2nd quarter. AE Wealth Management LLC now owns 151,969 shares of the company’s stock valued at $14,752,000 after buying an additional 49,761 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.6 %

NYSEARCA AGG opened at $97.71 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $93.53 and a 1-year high of $102.04. The firm’s fifty day simple moving average is $100.02 and its 200-day simple moving average is $98.65.

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.