Nwam LLC Has $15.42 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Nwam LLC grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 25.4% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 155,802 shares of the company’s stock after purchasing an additional 31,527 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 0.8% of Nwam LLC’s investment portfolio, making the stock its 27th biggest position. Nwam LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $15,421,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Bank of America Corp DE raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 29.6% during 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 buying an additional 15,923,080 shares during the last quarter. Raymond James Financial Inc. increased its stake 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 valued at $8,465,912,000 after acquiring an additional 5,514,115 shares during the period. Northern Trust Corp increased its stake 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 valued at $2,068,108,000 after acquiring an additional 4,148,106 shares during the period. Mercer Global Advisors Inc. ADV raised its holdings in iShares Core U.S. Aggregate Bond ETF by 9.1% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 36,259,568 shares of the company’s stock valued at $3,621,605,000 after acquiring an additional 3,032,433 shares in the last quarter. Finally, Valpey Financial Services LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 9,942.1% in the 4th quarter. Valpey Financial Services LLC now owns 2,872,830 shares of the company’s stock valued at $286,938,000 after acquiring an additional 2,844,222 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.1%

Shares of AGG stock opened at $97.41 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.12 and a 12 month high of $101.46. The company has a market capitalization of $137.46 billion, a P/E ratio of 124.57 and a beta of 0.25. The stock has a 50 day moving average of $97.93 and a two-hundred day moving average of $98.86.

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.