Mascoma Wealth Management LLC Sells 6,853 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Mascoma Wealth Management LLC cut its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 507,055 shares of the company’s stock after selling 6,853 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 10.4% of Mascoma Wealth Management LLC’s investment portfolio, making the stock its 2nd largest position. Mascoma Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $50,335,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in AGG. Valley National Advisers Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 339.0% in the fourth quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after buying an additional 200 shares during the last quarter. Cresta Advisors Ltd. acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $25,000. Blueline Advisors LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $25,000. First Command Advisory Services Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 321.2% in the fourth quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after acquiring an additional 212 shares in the last quarter. Finally, Wiser Advisor Group LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the third quarter worth approximately $29,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock traded down $0.10 during midday trading on Friday, reaching $98.08. 7,745,404 shares of the company’s stock traded hands, compared to its average volume of 9,452,830. The company has a market cap of $137.62 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The company’s 50 day simple moving average is $98.65 and its 200 day simple moving average is $99.47. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46.

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.