iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Shakespeare Wealth Management LLC’s 3rd Largest Position

Shakespeare Wealth Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 300,828 shares of the company’s stock after buying an additional 6,780 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 7.9% of Shakespeare Wealth Management LLC’s portfolio, making the stock its 3rd biggest holding. Shakespeare Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $29,150,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Cerity Partners LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 20.1% during the 4th quarter. Cerity Partners LLC now owns 5,847,781 shares of the company’s stock worth $566,664,000 after acquiring an additional 979,334 shares during the period. FMR LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 10.6% in the fourth quarter. FMR LLC now owns 10,057,777 shares of the company’s stock worth $974,599,000 after purchasing an additional 965,323 shares during the period. Garrison Point Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% in the fourth quarter. Garrison Point Advisors LLC now owns 13,325 shares of the company’s stock worth $1,291,000 after purchasing an additional 275 shares during the period. Cerity Partners OCIO LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 37.1% in the fourth quarter. Cerity Partners OCIO LLC now owns 66,713 shares of the company’s stock worth $6,464,000 after buying an additional 18,038 shares in the last quarter. Finally, Titleist Asset Management LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 21.2% during the fourth quarter. Titleist Asset Management LLC now owns 10,969 shares of the company’s stock valued at $1,063,000 after buying an additional 1,918 shares during the period. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1 %

iShares Core U.S. Aggregate Bond ETF stock opened at $99.46 on Monday. The stock has a market cap of $126.31 billion, a price-to-earnings ratio of 126.17 and a beta of 0.24. The business has a 50-day simple moving average of $98.21 and a 200 day simple moving average of $98.31. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week 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.