Compound Planning Inc. Buys 46,940 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Compound Planning Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 21.1% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 269,103 shares of the company’s stock after purchasing an additional 46,940 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 0.9% of Compound Planning Inc.’s holdings, making the stock its 24th largest holding. Compound Planning Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $26,978,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Angeles Investment Advisors LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter worth about $26,000. North Ridge Wealth Advisors Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth approximately $29,000. Collier Financial purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $31,000. JCIC Asset Management Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at approximately $32,000. Finally, Evolution Wealth Management Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter valued at $40,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG opened at $101.10 on Tuesday. The stock has a market capitalization of $139.72 billion, a PE ratio of 124.57 and a beta of 0.25. The company’s fifty day moving average is $100.19 and its 200 day moving average is $100.16. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $96.15 and a fifty-two week high of $101.35.

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.