Shakespeare Wealth Management LLC Has $35.49 Million Position in iShares Core U.S. Aggregate Bond ETF $AGG

Shakespeare Wealth Management LLC grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 355,317 shares of the company’s stock after acquiring an additional 16,754 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 7.8% of Shakespeare Wealth Management LLC’s investment portfolio, making the stock its 3rd biggest position. Shakespeare Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $35,489,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently modified their holdings of the stock. Motco raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 110.3% in the fourth quarter. Motco now owns 5,328 shares of the company’s stock worth $532,000 after acquiring an additional 2,794 shares during the last quarter. Flaharty Asset Management LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 72.6% in the fourth quarter. Flaharty Asset Management LLC now owns 16,468 shares of the company’s stock worth $1,645,000 after acquiring an additional 6,928 shares during the last quarter. Midwestern Financial LLC IA raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.1% in the fourth quarter. Midwestern Financial LLC IA now owns 83,522 shares of the company’s stock worth $8,342,000 after acquiring an additional 3,325 shares during the last quarter. IFP Advisors Inc raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 6.0% in the fourth quarter. IFP Advisors Inc now owns 102,663 shares of the company’s stock worth $10,254,000 after acquiring an additional 5,779 shares during the last quarter. Finally, Midwest Professional Planners LTD. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.2% during the 4th quarter. Midwest Professional Planners LTD. now owns 60,878 shares of the company’s stock worth $6,080,000 after buying an additional 2,467 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $98.22 on Thursday. The company has a market cap of $134.20 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. The firm has a 50 day simple moving average of $99.15 and a 200 day simple moving average of $99.87. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $96.66 and a fifty-two week high of $101.46.

About iShares Core U.S. Aggregate Bond ETF

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.