iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by MTC Wealth Management LLC

MTC Wealth Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.9% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 449,187 shares of the company’s stock after buying an additional 36,723 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 21.2% of MTC Wealth Management LLC’s portfolio, making the stock its largest position. MTC Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $44,591,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in the business. Sigma Planning Corp grew its position in iShares Core U.S. Aggregate Bond ETF by 10.4% in the first quarter. Sigma Planning Corp now owns 187,719 shares of the company’s stock worth $18,635,000 after acquiring an additional 17,736 shares during the period. Conservest Capital Advisors Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 34.0% in the first quarter. Conservest Capital Advisors Inc. now owns 58,907 shares of the company’s stock valued at $5,848,000 after purchasing an additional 14,943 shares during the period. Members Trust Co lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.3% in the 1st quarter. Members Trust Co now owns 5,724,306 shares of the company’s stock valued at $568,252,000 after purchasing an additional 234,410 shares during the last quarter. 1ST Source Bank lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 10.4% in the 1st quarter. 1ST Source Bank now owns 52,070 shares of the company’s stock valued at $5,169,000 after purchasing an additional 4,908 shares during the last quarter. Finally, Calamos Advisors LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at $14,231,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.3%

NYSEARCA AGG opened at $98.00 on Wednesday. The stock has a fifty day simple moving average of $98.61 and a 200-day simple moving average of $99.44. The stock has a market cap of $138.28 billion, a PE ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $97.51 and a twelve month high of $101.46.

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.