Shakespeare Wealth Management LLC Has $35.49 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Shakespeare Wealth Management LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.9% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 355,317 shares of the company’s stock after purchasing an additional 16,754 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 7.8% of Shakespeare Wealth Management LLC’s portfolio, making the stock its 3rd biggest position. Shakespeare Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $35,489,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Valley National Advisers Inc. grew its holdings 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 purchasing an additional 200 shares during the period. Cresta Advisors Ltd. acquired a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $25,000. Wiser Advisor Group LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the third quarter valued at approximately $29,000. North Ridge Wealth Advisors Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF during the second quarter valued at approximately $29,000. Finally, Collier Financial acquired a new position in iShares Core U.S. Aggregate Bond ETF during the third quarter valued at approximately $31,000. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG opened at $98.22 on Thursday. The stock has a market cap of $134.20 billion, a P/E ratio of 124.57 and a beta of 0.26. The firm has a 50 day moving average price of $99.15 and a 200 day moving average price of $99.87. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $96.66 and a 52-week 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.