Nicolet Advisory Services LLC Has $615,000 Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Nicolet Advisory Services LLC reduced its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 52.8% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 6,148 shares of the company’s stock after selling 6,867 shares during the quarter. Nicolet Advisory Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $615,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Raymond James Financial Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.5% in the third quarter. Raymond James Financial Inc. now owns 79,246,704 shares of the company’s stock valued at $7,944,482,000 after purchasing an additional 1,911,414 shares during the last quarter. Bank of America Corp DE grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.5% in the third quarter. Bank of America Corp DE now owns 46,326,160 shares of the company’s stock valued at $4,644,198,000 after purchasing an additional 2,423,410 shares during the last quarter. US Bancorp DE grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.2% in the fourth quarter. US Bancorp DE now owns 42,844,111 shares of the company’s stock valued at $4,279,296,000 after purchasing an additional 489,837 shares during the last quarter. Mercer Global Advisors Inc. ADV grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 17.5% in the third quarter. Mercer Global Advisors Inc. ADV now owns 33,227,135 shares of the company’s stock valued at $3,331,020,000 after purchasing an additional 4,942,715 shares during the last quarter. Finally, Morgan Stanley lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.0% in the fourth quarter. Morgan Stanley now owns 32,483,415 shares of the company’s stock valued at $3,244,444,000 after buying an additional 1,245,217 shares during the period. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $98.76 on Monday. The firm has a 50-day simple moving average of $98.94 and a 200 day simple moving average of $99.68. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $97.51 and a twelve month high of $101.46. The stock has a market cap of $134.94 billion, a PE ratio of 124.57 and a beta of 0.25.

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.