432,594 Shares in iShares Core U.S. Aggregate Bond ETF $AGG Bought by Shakespeare Wealth Management LLC

Shakespeare Wealth Management LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 432,594 shares of the company’s stock, valued at approximately $40,897,000. iShares Core U.S. Aggregate Bond ETF makes up 7.9% of Shakespeare Wealth Management LLC’s portfolio, making the stock its 4th biggest position.

Several other large investors have also recently added to or reduced their stakes in AGG. Empower Annuity Insurance Co acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter worth $267,968,630,000. Bank of America Corp DE boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 29.6% in the first quarter. Bank of America Corp DE now owns 69,660,482 shares of the company’s stock valued at $6,915,196,000 after acquiring an additional 15,923,080 shares during the period. WealthNavi Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.6% in the third quarter. WealthNavi Inc. now owns 12,404,190 shares of the company’s stock valued at $1,172,692,000 after acquiring an additional 653,006 shares during the period. PNC Financial Services Group Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.6% in the first quarter. PNC Financial Services Group Inc. now owns 10,336,251 shares of the company’s stock valued at $1,026,080,000 after acquiring an additional 451,566 shares during the period. Finally, Royal Bank of Canada grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 39.2% in the first quarter. Royal Bank of Canada now owns 6,744,642 shares of the company’s stock valued at $669,542,000 after acquiring an additional 1,898,484 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG stock opened at $95.89 on Thursday. The company’s 50-day simple moving average is $95.90 and its 200 day simple moving average is $98.30. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $93.83 and a 52 week high of $101.46. The company has a market capitalization of $139.13 billion, a PE ratio of 124.57 and a beta of 0.26.

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.