Holistic Planning LLC Purchases 2,003 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Holistic Planning LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 28.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,983 shares of the company’s stock after acquiring an additional 2,003 shares during the quarter. Holistic Planning LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $870,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of AGG. Arizona PSPRS Trust bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at about $822,973,000. United Services Automobile Association grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 105.8% in the 3rd quarter. United Services Automobile Association now owns 9,129,161 shares of the company’s stock worth $924,510,000 after acquiring an additional 4,694,299 shares in the last quarter. US Bancorp DE grew its position in iShares Core U.S. Aggregate Bond ETF by 11.1% in the 3rd quarter. US Bancorp DE now owns 37,260,740 shares of the company’s stock worth $3,697,061,000 after purchasing an additional 3,717,053 shares in the last quarter. International Assets Investment Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 12,022.8% during the third quarter. International Assets Investment Management LLC now owns 2,413,532 shares of the company’s stock valued at $244,418,000 after acquiring an additional 2,393,623 shares during the last quarter. Finally, Raymond James & Associates increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.5% during the 3rd quarter. Raymond James & Associates now owns 71,065,150 shares of the company’s stock valued at $7,196,768,000 after purchasing an additional 2,376,267 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.2 %

AGG opened at $97.40 on Monday. The company’s 50-day moving average price is $97.47 and its two-hundred day moving average price is $98.87. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04.

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.