Mascoma Wealth Management LLC Has $49.70 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Mascoma Wealth Management LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 495,713 shares of the company’s stock after purchasing an additional 6,457 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 11.0% of Mascoma Wealth Management LLC’s portfolio, making the stock its 2nd largest holding. Mascoma Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $49,695,000 at the end of the most recent quarter.

Other hedge funds also recently added to or reduced their stakes in the company. Csenge Advisory Group boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.8% during the third quarter. Csenge Advisory Group now owns 87,366 shares of the company’s stock valued at $8,758,000 after buying an additional 1,534 shares during the period. NorthLanding Financial Partners LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 8.4% during the 3rd quarter. NorthLanding Financial Partners LLC now owns 93,724 shares of the company’s stock worth $9,396,000 after acquiring an additional 7,273 shares during the last quarter. Ritholtz Wealth Management lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 7.4% during the 3rd quarter. Ritholtz Wealth Management now owns 1,152,137 shares of the company’s stock worth $115,502,000 after acquiring an additional 79,849 shares during the last quarter. EdgeRock Capital LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at $409,000. Finally, Nwam LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 16.6% in the 3rd quarter. Nwam LLC now owns 130,499 shares of the company’s stock valued at $13,202,000 after acquiring an additional 18,567 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.2%

AGG stock opened at $100.05 on Friday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $96.15 and a twelve month high of $101.35. The firm has a market cap of $136.60 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. The business’s fifty day simple moving average is $100.15 and its two-hundred day simple moving average is $99.80.

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.