Prosperity Planning Inc. Has $2.58 Million Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Prosperity Planning Inc. grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 41.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 25,963 shares of the company’s stock after purchasing an additional 7,648 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 1.0% of Prosperity Planning Inc.’s holdings, making the stock its 27th largest position. Prosperity Planning Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,577,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Mosaic Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 116.2% in the 3rd quarter. Mosaic Advisors LLC now owns 25,640 shares of the company’s stock worth $2,411,000 after purchasing an additional 13,778 shares during the last quarter. Truist Financial Corp increased its position in iShares Core U.S. Aggregate Bond ETF by 15.2% in the 4th quarter. Truist Financial Corp now owns 6,382,581 shares of the company’s stock worth $633,471,000 after purchasing an additional 840,304 shares during the last quarter. Your Advocates Ltd. LLP increased its position in iShares Core U.S. Aggregate Bond ETF by 51.1% in the 3rd quarter. Your Advocates Ltd. LLP now owns 5,660 shares of the company’s stock worth $532,000 after purchasing an additional 1,914 shares during the last quarter. Consolidated Planning Corp acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $225,000. Finally, FinTrust Capital Advisors LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 516.3% during the 3rd quarter. FinTrust Capital Advisors LLC now owns 9,318 shares of the company’s stock worth $876,000 after acquiring an additional 7,806 shares in the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG traded up $0.04 during trading hours on Wednesday, hitting $95.27. 11,017,670 shares of the company were exchanged, compared to its average volume of 9,285,610. The company has a market cap of $104.80 billion, a PE ratio of 121.52 and a beta of 0.17. The firm’s 50 day moving average is $96.83 and its 200-day moving average is $96.70. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $91.58 and a 52 week high of $100.42.

About iShares Core U.S. Aggregate Bond ETF

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.