McGlone Suttner Wealth Management Inc. Acquires 5,563 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

McGlone Suttner Wealth Management Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 122,640 shares of the company’s stock after acquiring an additional 5,563 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.6% of McGlone Suttner Wealth Management Inc.’s investment portfolio, making the stock its 13th biggest position. McGlone Suttner Wealth Management Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,249,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in the stock. Cultivar Capital Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 3.3% during 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 last quarter. Ellenbecker Investment Group raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.5% in the third 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 lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 205.4% during the 3rd quarter. CX Institutional now owns 157,491 shares of the company’s stock worth $15,788,000 after acquiring an additional 105,924 shares during the last quarter. Fulton Breakefield Broenniman LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.9% during 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 period. Finally, CVA Family Office LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 8.2% during 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. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.5%

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $99.04 on Tuesday. The stock’s fifty day moving average is $100.07 and its two-hundred day moving average is $100.23. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.15 and a 52 week high of $101.46. The company has a market capitalization of $136.87 billion, a PE 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.