Creative Planning Sells 327,692 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Creative Planning lessened its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.5% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 12,631,424 shares of the company’s stock after selling 327,692 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.3% of Creative Planning’s investment portfolio, making the stock its 18th largest position. Creative Planning owned about 1.07% of iShares Core U.S. Aggregate Bond ETF worth $1,279,184,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of AGG. Oliver Lagore Vanvalin Investment Group boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% during the 2nd quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock worth $25,000 after acquiring an additional 158 shares in the last quarter. Lynx Investment Advisory acquired a new stake in iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at approximately $28,000. Atlas Capital Advisors LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the first quarter valued at $29,000. Wagner Wealth Management LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock valued at $31,000 after purchasing an additional 305 shares during the period. Finally, LRI Investments LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the first quarter valued at approximately $34,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $99.51 on Friday. The company’s 50-day moving average is $100.65 and its 200-day moving average is $98.34. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $91.58 and a 1 year high of $102.04.

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.