Roundview Capital LLC Buys 3,959 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Roundview Capital LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm 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 comprises 0.7% of Roundview Capital LLC’s portfolio, making the stock its 29th largest holding. Roundview Capital LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $9,573,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Bradley & Co. Private Wealth Management LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $25,000. Kozak & Associates Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $26,000. Newbridge Financial Services Group Inc. bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $33,000. Bank of Jackson Hole Trust purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $35,000. Finally, Stonebridge Financial Group LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth $43,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $98.92 on Tuesday. The stock has a 50-day simple moving average of $98.04 and a two-hundred day simple moving average of $98.39. The firm has a market capitalization of $125.63 billion, a PE ratio of 125.34 and a beta of 0.22. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04.

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.