MW Advisory LLC Takes Position in iShares Core U.S. Aggregate Bond ETF $AGG

MW Advisory LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 21,153 shares of the company’s stock, valued at approximately $2,094,000. iShares Core U.S. Aggregate Bond ETF comprises 0.8% of MW Advisory LLC’s investment portfolio, making the stock its 21st largest holding.

A number of other institutional investors and hedge funds also recently modified their holdings of the company. Bank of America Corp DE lifted its stake in iShares Core U.S. Aggregate Bond ETF by 29.6% in the 1st quarter. Bank of America Corp DE now owns 69,660,482 shares of the company’s stock valued at $6,915,196,000 after purchasing an additional 15,923,080 shares during the last quarter. Raymond James Financial Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 7.0% during the fourth quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock worth $8,465,912,000 after buying an additional 5,514,115 shares during the last quarter. Northern Trust Corp increased its position in iShares Core U.S. Aggregate Bond ETF by 25.1% during the fourth quarter. Northern Trust Corp now owns 20,705,925 shares of the company’s stock worth $2,068,108,000 after buying an additional 4,148,106 shares during the last quarter. Mercer Global Advisors Inc. ADV raised its stake in iShares Core U.S. Aggregate Bond ETF by 9.1% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 36,259,568 shares of the company’s stock valued at $3,621,605,000 after buying an additional 3,032,433 shares during the period. Finally, Valpey Financial Services LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 9,942.1% in the fourth quarter. Valpey Financial Services LLC now owns 2,872,830 shares of the company’s stock valued at $286,938,000 after buying an additional 2,844,222 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%

AGG opened at $97.00 on Friday. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $96.72 and a 12-month high of $101.46. The business has a 50 day moving average of $97.75 and a 200-day moving average of $98.76. The stock has a market cap of $136.88 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.