Fonville Wealth Management LLC Acquires 1,488 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Fonville Wealth Management LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 11.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 14,663 shares of the company’s stock after buying an additional 1,488 shares during the quarter. Fonville Wealth Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,455,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Jones Financial Companies Lllp raised its stake in iShares Core U.S. Aggregate Bond ETF by 7.5% during the 1st quarter. Jones Financial Companies Lllp now owns 138,625,924 shares of the company’s stock valued at $13,686,743,000 after purchasing an additional 9,678,339 shares during the last quarter. Raymond James Financial Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 4.4% in the 1st quarter. Raymond James Financial Inc. now owns 81,294,683 shares of the company’s stock worth $8,041,669,000 after purchasing an additional 3,421,606 shares during the last quarter. Envestnet Asset Management Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 11.8% during the 2nd quarter. Envestnet Asset Management Inc. now owns 54,218,326 shares of the company’s stock worth $5,378,443,000 after purchasing an additional 5,728,914 shares during the period. US Bancorp DE raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 29.1% during the second quarter. US Bancorp DE now owns 43,988,044 shares of the company’s stock valued at $4,363,640,000 after buying an additional 9,922,958 shares during the last quarter. Finally, Betterment LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 10.0% during the first quarter. Betterment LLC now owns 21,876,462 shares of the company’s stock valued at $2,164,020,000 after buying an additional 1,983,074 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.0%

AGG stock opened at $100.20 on Friday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $95.74 and a twelve month high of $101.35. The company has a market cap of $134.84 billion, a PE ratio of 124.57 and a beta of 0.25. The business’s 50-day simple moving average is $100.39 and its 200 day simple moving average is $99.05.

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.