iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Position Reduced by LifePlan Investment Advisors Inc.

LifePlan Investment Advisors Inc. cut its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 7.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 108,452 shares of the company’s stock after selling 8,132 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 6.5% of LifePlan Investment Advisors Inc.’s holdings, making the stock its biggest position. LifePlan Investment Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,509,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the business. Guardian Wealth Advisors LLC NC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 85.6% during the fourth quarter. Guardian Wealth Advisors LLC NC now owns 1,615 shares of the company’s stock valued at $156,000 after purchasing an additional 745 shares during the last quarter. Geller Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.0% during the fourth quarter. Geller Advisors LLC now owns 321,417 shares of the company’s stock valued at $31,145,000 after purchasing an additional 3,093 shares during the last quarter. Gotham Asset Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 15.2% during the fourth quarter. Gotham Asset Management LLC now owns 32,201 shares of the company’s stock valued at $3,120,000 after purchasing an additional 4,255 shares during the last quarter. Greenline Partners LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at about $31,000. Finally, Focus Partners Wealth lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 10.9% during the fourth quarter. Focus Partners Wealth now owns 807,125 shares of the company’s stock valued at $78,353,000 after purchasing an additional 79,154 shares during the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $97.76 on Monday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $95.63 and a 12-month high of $102.04. The company has a market cap of $122.20 billion, a price-to-earnings ratio of 124.85 and a beta of 0.24. The company’s 50-day moving average price is $98.27 and its 200-day moving average price is $97.90.

About iShares Core U.S. Aggregate Bond ETF

(Free Report)

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.

See Also

Want to see what other hedge funds are holding AGG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report).

Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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