McNaughton Wealth Management LLC Has $2.32 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

McNaughton Wealth Management LLC increased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 9.7% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 23,943 shares of the company’s stock after acquiring an additional 2,109 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.1% of McNaughton Wealth Management LLC’s portfolio, making the stock its 25th largest position. McNaughton Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,320,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the stock. Raymond James & Associates increased its stake in iShares Core U.S. Aggregate Bond ETF by 3.5% during the 3rd quarter. Raymond James & Associates now owns 71,065,150 shares of the company’s stock valued at $7,196,768,000 after purchasing an additional 2,376,267 shares in the last quarter. US Bancorp DE grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 11.1% during the third quarter. US Bancorp DE now owns 37,260,740 shares of the company’s stock valued at $3,697,061,000 after buying an additional 3,717,053 shares during the last quarter. Mercer Global Advisors Inc. ADV increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.7% during the second quarter. Mercer Global Advisors Inc. ADV now owns 19,344,478 shares of the company’s stock worth $1,857,893,000 after acquiring an additional 1,704,132 shares in the last quarter. Wealth Enhancement Advisory Services LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.8% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 13,048,808 shares of the company’s stock worth $1,321,453,000 after acquiring an additional 230,711 shares during the last quarter. Finally, Creative Planning lifted its position in iShares Core U.S. Aggregate Bond ETF by 2.5% in the 2nd quarter. Creative Planning now owns 12,959,116 shares of the company’s stock valued at $1,257,941,000 after acquiring an additional 318,944 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $95.85 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The stock has a 50 day moving average price of $97.71 and a two-hundred day moving average price of $98.92.

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.