Mascoma Wealth Management LLC Has $48.53 Million Stock Position 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 3.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 489,256 shares of the company’s stock after acquiring an additional 14,328 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 11.3% of Mascoma Wealth Management LLC’s portfolio, making the stock its 2nd largest holding. Mascoma Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $48,534,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Texas Yale Capital Corp. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% during the 1st quarter. Texas Yale Capital Corp. now owns 6,496 shares of the company’s stock worth $643,000 after acquiring an additional 103 shares during the period. Vestia Personal Wealth Advisors lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 5.2% during the 2nd quarter. Vestia Personal Wealth Advisors now owns 2,167 shares of the company’s stock worth $215,000 after acquiring an additional 107 shares during the period. Tempus Wealth Planning LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.0% during the 1st quarter. Tempus Wealth Planning LLC now owns 3,830 shares of the company’s stock worth $379,000 after acquiring an additional 110 shares during the period. Cornerstone Planning Group LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 19.9% during the 1st quarter. Cornerstone Planning Group LLC now owns 686 shares of the company’s stock worth $67,000 after acquiring an additional 114 shares during the period. Finally, Howland Capital Management LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the 1st quarter. Howland Capital Management LLC now owns 13,949 shares of the company’s stock worth $1,380,000 after acquiring an additional 116 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG stock opened at $100.18 on Friday. The company has a 50 day simple moving average of $99.62 and a 200 day simple moving average of $98.62. The stock has a market cap of $132.01 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $101.02.

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.