McLean Asset Management Corp Raises Stake in iShares Core U.S. Aggregate Bond ETF $AGG

McLean Asset Management Corp boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 58.8% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 18,578 shares of the company’s stock after buying an additional 6,881 shares during the quarter. McLean Asset Management Corp’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,864,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the stock. Wiser Advisor Group LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the third quarter valued at about $29,000. North Ridge Wealth Advisors Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth approximately $29,000. Collier Financial purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter worth approximately $31,000. JCIC Asset Management Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth approximately $32,000. Finally, Moisand Fitzgerald Tamayo LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 78.0% in the 4th quarter. Moisand Fitzgerald Tamayo LLC now owns 331 shares of the company’s stock worth $33,000 after purchasing an additional 145 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

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

iShares Core U.S. Aggregate Bond ETF stock opened at $99.00 on Thursday. The business’s 50 day simple moving average is $100.05 and its 200 day simple moving average is $100.21. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.15 and a 12 month high of $101.46. The company has a market cap of $136.82 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.