Roundview Capital LLC Has $10.66 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Roundview Capital LLC lessened its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund 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 holding. Roundview Capital LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $10,656,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Linscomb Wealth Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 0.4% in the 1st quarter. Linscomb Wealth Inc. now owns 64,000 shares of the company’s stock worth $6,331,000 after purchasing an additional 244 shares in the last quarter. Mascoma Wealth Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 7.1% in the 1st quarter. Mascoma Wealth Management LLC now owns 474,928 shares of the company’s stock worth $46,980,000 after purchasing an additional 31,299 shares in the last quarter. Charter Capital Management LLC DE bought a new stake in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth about $3,459,000. Interactive Financial Advisors Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 0.8% in the 1st quarter. Interactive Financial Advisors Inc. now owns 144,383 shares of the company’s stock worth $14,282,000 after purchasing an additional 1,170 shares in the last quarter. Finally, BayBridge Capital Group LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 1.0% in the 2nd quarter. BayBridge Capital Group LLC now owns 246,272 shares of the company’s stock worth $24,430,000 after purchasing an additional 2,546 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 Stock Performance

Shares of AGG stock opened at $99.96 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $95.74 and a 52-week high of $101.02. The company has a 50-day simple moving average of $99.65 and a two-hundred day simple moving average of $98.62. The company has a market capitalization of $131.91 billion, a price-to-earnings 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.