Fonville Wealth Management LLC Has $1.46 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

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

Other institutional investors also recently bought and sold shares of the company. Texas Yale Capital Corp. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% in the 1st quarter. Texas Yale Capital Corp. now owns 6,496 shares of the company’s stock valued at $643,000 after acquiring an additional 103 shares in the last quarter. VAUGHAN & Co SECURITIES INC. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 1.6% during the second quarter. VAUGHAN & Co SECURITIES INC. now owns 6,539 shares of the company’s stock valued at $649,000 after purchasing an additional 104 shares during the last quarter. Vestia Personal Wealth Advisors grew its holdings in iShares Core U.S. Aggregate Bond ETF by 5.2% during the second quarter. Vestia Personal Wealth Advisors now owns 2,167 shares of the company’s stock valued at $215,000 after purchasing an additional 107 shares during the last quarter. Tempus Wealth Planning LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.0% in the first quarter. Tempus Wealth Planning LLC now owns 3,830 shares of the company’s stock valued at $379,000 after purchasing an additional 110 shares during the period. Finally, Howland Capital Management LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% in the first quarter. Howland Capital Management LLC now owns 13,949 shares of the company’s stock valued at $1,380,000 after purchasing an additional 116 shares during the period. 83.63% of the stock is currently owned by institutional investors.

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

NYSEARCA AGG opened at $100.20 on Friday. The company has a fifty day simple moving average of $100.39 and a 200 day simple moving average of $99.05. The company has a market cap of $134.84 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $101.35.

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.