Vested Financial Planning LLC Has $637,000 Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

Vested Financial Planning LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.1% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 6,417 shares of the company’s stock after purchasing an additional 133 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 0.6% of Vested Financial Planning LLC’s investment portfolio, making the stock its 16th biggest position. Vested Financial Planning LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $637,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Briaud Financial Planning Inc bought a new position in iShares Core U.S. Aggregate Bond ETF during the 1st quarter valued at about $25,000. MTM Investment Management LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the 1st quarter worth approximately $37,000. AlphaCore Capital LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at $40,000. Godsey & Gibb Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at $46,000. Finally, Atlas Capital Advisors Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 66.7% during the first quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock worth $49,000 after buying an additional 200 shares during the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $100.18 on Friday. The company has a market cap of $132.01 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12. The firm has a 50 day simple moving average of $99.62 and a 200 day simple moving average of $98.62. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $101.02.

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.