iShares Core U.S. Aggregate Bond ETF $AGG is Mascoma Wealth Management LLC’s 2nd Largest Position

Mascoma Wealth Management LLC trimmed its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.3% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 507,055 shares of the company’s stock after selling 6,853 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 10.4% of Mascoma Wealth Management LLC’s investment portfolio, making the stock its 2nd biggest holding. Mascoma Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $50,335,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Valley National Advisers Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 339.0% during the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock valued at $25,000 after buying an additional 200 shares during the period. Cresta Advisors Ltd. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $25,000. Blueline Advisors LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $25,000. First Command Advisory Services Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 321.2% in the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock valued at $28,000 after purchasing an additional 212 shares during the period. Finally, Wiser Advisor Group LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at about $29,000. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG traded down $0.10 during mid-day trading on Friday, reaching $98.08. The company had a trading volume of 7,745,404 shares, compared to its average volume of 9,452,830. The company has a market capitalization of $137.62 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The stock has a fifty day moving average of $98.65 and a two-hundred day moving average of $99.47. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $97.51 and a 12-month high of $101.46.

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.