Center for Financial Planning Inc. Buys 22,762 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Center for Financial Planning Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,053,708 shares of the company’s stock after buying an additional 22,762 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 10.9% of Center for Financial Planning Inc.’s portfolio, making the stock its 2nd biggest position. Center for Financial Planning Inc. owned 0.08% of iShares Core U.S. Aggregate Bond ETF worth $104,602,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also modified their holdings of the stock. HBW Advisory Services LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 10.3% during the 1st quarter. HBW Advisory Services LLC now owns 2,792 shares of the company’s stock valued at $277,000 after buying an additional 260 shares during the period. Sfam LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 6.1% in the 1st quarter. Sfam LLC now owns 136,727 shares of the company’s stock worth $13,573,000 after acquiring an additional 7,878 shares during the period. Chicago Partners Investment Group LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 7.7% in the first quarter. Chicago Partners Investment Group LLC now owns 102,028 shares of the company’s stock valued at $10,163,000 after acquiring an additional 7,265 shares in the last quarter. Y.D. More Investments Ltd grew its position in iShares Core U.S. Aggregate Bond ETF by 18.0% in the first quarter. Y.D. More Investments Ltd now owns 6,545 shares of the company’s stock valued at $649,000 after acquiring an additional 1,000 shares in the last quarter. Finally, Hibernia Wealth Partners LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 85.9% in the first quarter. Hibernia Wealth Partners LLC now owns 13,970 shares of the company’s stock valued at $1,387,000 after acquiring an additional 6,455 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.4%

AGG opened at $97.71 on Tuesday. The firm’s 50 day moving average is $98.62 and its 200-day moving average is $99.45. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $97.51 and a 52-week high of $101.46. The firm has a market capitalization of $137.76 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.