Mascoma Wealth Management LLC Grows Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Mascoma Wealth Management LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.7% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 513,908 shares of the company’s stock after purchasing an additional 18,195 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises 11.0% 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 $51,329,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the company. Raymond James Financial Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.5% during the third quarter. Raymond James Financial Inc. now owns 79,246,704 shares of the company’s stock valued at $7,944,482,000 after purchasing an additional 1,911,414 shares in the last quarter. Bank of America Corp DE boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% during the third quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock valued at $4,644,198,000 after purchasing an additional 2,423,410 shares in the last quarter. US Bancorp DE boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.2% during the fourth quarter. US Bancorp DE now owns 42,844,111 shares of the company’s stock valued at $4,279,296,000 after purchasing an additional 489,837 shares in the last quarter. Mercer Global Advisors Inc. ADV boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 17.5% during the third quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock valued at $3,331,020,000 after purchasing an additional 4,942,715 shares in the last quarter. Finally, Betterment LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.5% during the third quarter. Betterment LLC now owns 24,568,480 shares of the company’s stock valued at $2,462,990,000 after purchasing an additional 1,500,630 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.3%

NYSEARCA AGG opened at $98.92 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $96.66 and a twelve month high of $101.46. The firm has a market capitalization of $135.15 billion, a PE ratio of 124.57 and a beta of 0.26. The stock’s 50 day moving average is $99.47 and its 200 day moving average is $100.01.

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.