Pearl Planning LLC Takes $759,000 Position in iShares Core U.S. Aggregate Bond ETF $AGG

Pearl Planning LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 7,604 shares of the company’s stock, valued at approximately $759,000. iShares Core U.S. Aggregate Bond ETF accounts for approximately 0.5% of Pearl Planning LLC’s portfolio, making the stock its 27th biggest holding.

Several other hedge funds and other institutional investors also recently modified their holdings of the company. Raymond James Financial Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.5% during the third quarter. Raymond James Financial Inc. now owns 79,246,704 shares of the company’s stock valued at $7,944,482,000 after acquiring an additional 1,911,414 shares during the period. Bank of America Corp DE boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% during the third quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock valued at $4,644,198,000 after acquiring an additional 2,423,410 shares during the period. US Bancorp DE boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.2% during the fourth quarter. US Bancorp DE now owns 42,844,111 shares of the company’s stock valued at $4,279,296,000 after acquiring an additional 489,837 shares during the period. Mercer Global Advisors Inc. ADV boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 17.5% during the third quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock valued at $3,331,020,000 after acquiring an additional 4,942,715 shares during the period. Finally, Betterment LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.5% during the third quarter. Betterment LLC now owns 24,568,480 shares of the company’s stock valued at $2,462,990,000 after acquiring an additional 1,500,630 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $99.18 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.66 and a 1 year high of $101.46. The company has a market cap of $135.51 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. The firm has a fifty day moving average of $99.55 and a 200-day moving average of $100.04.

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.