iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is PDS Planning Inc’s 3rd Largest Position

PDS Planning Inc grew its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 14.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 644,270 shares of the company’s stock after acquiring an additional 78,940 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 5.8% of PDS Planning Inc’s investment portfolio, making the stock its 3rd biggest holding. PDS Planning Inc owned 0.05% of iShares Core U.S. Aggregate Bond ETF worth $65,245,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently made changes to their positions in the company. WMS Partners LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 0.9% during the 1st quarter. WMS Partners LLC now owns 96,744 shares of the company’s stock valued at $9,475,000 after buying an additional 901 shares during the last quarter. FineMark National Bank & Trust increased its position in iShares Core U.S. Aggregate Bond ETF by 0.7% during the second quarter. FineMark National Bank & Trust now owns 14,659 shares of the company’s stock valued at $1,423,000 after acquiring an additional 108 shares during the last quarter. Spectrum Investment Advisors Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 24.1% in the second quarter. Spectrum Investment Advisors Inc. now owns 46,767 shares of the company’s stock valued at $4,540,000 after acquiring an additional 9,087 shares during the period. AE Wealth Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 48.7% in the second quarter. AE Wealth Management LLC now owns 151,969 shares of the company’s stock valued at $14,752,000 after acquiring an additional 49,761 shares during the period. Finally, Heritage Wealth Management Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF in the second quarter worth about $2,097,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA AGG traded up $0.55 during midday trading on Monday, hitting $98.27. 506,484 shares of the company’s stock traded hands, compared to its average volume of 7,970,411. The firm has a fifty day moving average of $100.30 and a 200 day moving average of $98.53. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $93.53 and a 1 year 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.