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

Mascoma Wealth Management LLC grew its stake in 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 and Exchange Commission. The institutional investor owned 513,908 shares of the company’s stock after acquiring an additional 18,195 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 11.0% of Mascoma Wealth Management LLC’s 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 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in the stock. KLCM Advisors Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $336,000. Valeo Financial Advisors LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.5% in the fourth quarter. Valeo Financial Advisors LLC now owns 60,803 shares of the company’s stock worth $6,073,000 after acquiring an additional 892 shares in the last quarter. Peak Wealth Management LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $417,000. Naples Global Advisors LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 4.9% in the fourth quarter. Naples Global Advisors LLC now owns 69,479 shares of the company’s stock worth $6,940,000 after acquiring an additional 3,237 shares in the last quarter. Finally, Pure Financial Advisors LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 7.6% in the fourth quarter. Pure Financial Advisors LLC now owns 272,875 shares of the company’s stock worth $27,255,000 after acquiring an additional 19,366 shares in the last quarter. 83.63% of the stock is owned by institutional investors.

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

iShares Core U.S. Aggregate Bond ETF stock opened at $98.92 on Tuesday. The business’s fifty day simple moving average is $99.47 and its two-hundred day simple moving average is $100.01. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $96.66 and a 12 month high of $101.46. The company has a market capitalization of $135.15 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26.

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.