Roundview Capital LLC Increases Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Roundview Capital LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 98,790 shares of the company’s stock after purchasing an additional 3,959 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 0.7% of Roundview Capital LLC’s portfolio, making the stock its 29th largest position. Roundview Capital LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $9,573,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Bradley & Co. Private Wealth Management LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at approximately $25,000. Kozak & Associates Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $26,000. Newbridge Financial Services Group Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $33,000. Bank of Jackson Hole Trust bought a new stake in iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at about $35,000. Finally, Stonebridge Financial Group LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $43,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

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

Shares of AGG opened at $98.92 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $94.85 and a twelve month high of $102.04. The company has a market capitalization of $125.63 billion, a P/E ratio of 125.34 and a beta of 0.22. The firm has a 50 day moving average of $98.04 and a 200 day moving average of $98.39.

About iShares Core U.S. Aggregate Bond ETF

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.