338,563 Shares in iShares Core U.S. Aggregate Bond ETF $AGG Purchased by Shakespeare Wealth Management LLC

Shakespeare Wealth Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the third quarter, HoldingsChannel reports. The institutional investor bought 338,563 shares of the company’s stock, valued at approximately $33,941,000. iShares Core U.S. Aggregate Bond ETF accounts for 7.7% of Shakespeare Wealth Management LLC’s portfolio, making the stock its 3rd biggest position.

Several other institutional investors also recently modified their holdings of the business. Cultivar Capital Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 3.3% in the third quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock valued at $23,971,000 after buying an additional 7,750 shares during the period. Ellenbecker Investment Group grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.5% during the 3rd quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock worth $65,046,000 after buying an additional 50,564 shares during the period. CX Institutional increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 205.4% in the 3rd quarter. CX Institutional now owns 157,491 shares of the company’s stock valued at $15,788,000 after acquiring an additional 105,924 shares during the last quarter. Fulton Breakefield Broenniman LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.9% in the 3rd quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock valued at $38,579,000 after acquiring an additional 7,345 shares during the last quarter. Finally, CVA Family Office LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.2% in the 3rd quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock valued at $11,414,000 after acquiring an additional 8,593 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $99.69 on Tuesday. The firm has a market capitalization of $137.67 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The company’s 50 day simple moving average is $100.11 and its 200 day simple moving average is $99.96. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $96.15 and a fifty-two week high of $101.35.

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.