WealthPlan Investment Management LLC Has $6.43 Million Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG

WealthPlan Investment Management LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1,333.4% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 64,115 shares of the company’s stock after acquiring an additional 59,642 shares during the quarter. WealthPlan Investment Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,428,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the company. Obermeyer Wealth Partners bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at about $301,000. GWN Securities Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 8.4% in the third quarter. GWN Securities Inc. now owns 13,782 shares of the company’s stock valued at $1,384,000 after buying an additional 1,067 shares during the period. Exencial Wealth Advisors LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 0.6% in the third quarter. Exencial Wealth Advisors LLC now owns 111,983 shares of the company’s stock valued at $11,226,000 after acquiring an additional 626 shares during the last quarter. One Day In July LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 0.6% during the 3rd quarter. One Day In July LLC now owns 117,135 shares of the company’s stock worth $11,743,000 after acquiring an additional 695 shares during the period. Finally, Smith Shellnut Wilson LLC ADV raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the 3rd quarter. Smith Shellnut Wilson LLC ADV now owns 108,042 shares of the company’s stock valued at $10,831,000 after acquiring an additional 1,352 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

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

AGG stock opened at $100.20 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $95.75 and a twelve month high of $101.35. The company has a market cap of $136.55 billion, a P/E ratio of 124.57 and a beta of 0.25. The business’s fifty day moving average is $100.15 and its 200-day moving average is $99.79.

iShares Core U.S. Aggregate Bond ETF 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.