Roundview Capital LLC Sells 482 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Roundview Capital LLC reduced its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.4% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 107,423 shares of the company’s stock after selling 482 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 0.7% of Roundview Capital LLC’s investment portfolio, making the stock its 26th biggest position. Roundview Capital LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,656,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. HTG Investment Advisors Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.5% during the 2nd quarter. HTG Investment Advisors Inc. now owns 113,727 shares of the company’s stock valued at $11,282,000 after acquiring an additional 3,860 shares during the period. Woodside Wealth Management LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% during the 2nd quarter. Woodside Wealth Management LLC now owns 6,137 shares of the company’s stock valued at $609,000 after acquiring an additional 125 shares during the period. Tcfg Wealth Management LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter valued at approximately $201,000. Country Club Bank grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.8% during the 2nd quarter. Country Club Bank now owns 5,415 shares of the company’s stock valued at $535,000 after acquiring an additional 150 shares during the period. Finally, SteelPeak Wealth LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.9% during the 2nd quarter. SteelPeak Wealth LLC now owns 4,208 shares of the company’s stock valued at $417,000 after acquiring an additional 198 shares during the period. 83.63% of the stock is owned by institutional investors.

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

iShares Core U.S. Aggregate Bond ETF stock opened at $99.96 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $95.74 and a twelve month high of $101.02. The firm has a 50 day moving average price of $99.65 and a 200-day moving average price of $98.62. The company has a market capitalization of $131.91 billion, a P/E ratio of 124.57 and a beta of 0.12.

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.