Tassel Capital Management Inc. Makes New Investment in iShares Core U.S. Aggregate Bond ETF $AGG

Tassel Capital Management Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 22,414 shares of the company’s stock, valued at approximately $2,219,000. iShares Core U.S. Aggregate Bond ETF comprises 1.0% of Tassel Capital Management Inc.’s investment portfolio, making the stock its 12th biggest position.

Several other hedge funds have also made changes to their positions in the company. Verus Wealth Management LLC raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% during the 1st quarter. Verus Wealth Management LLC now owns 8,057 shares of the company’s stock valued at $800,000 after buying an additional 106 shares during the period. Childress Capital Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.0% in the first quarter. Childress Capital Advisors LLC now owns 10,646 shares of the company’s stock valued at $1,057,000 after acquiring an additional 107 shares during the last quarter. Retirement Planning Group LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 1.7% in the fourth quarter. Retirement Planning Group LLC now owns 6,640 shares of the company’s stock worth $663,000 after acquiring an additional 114 shares during the period. Berkeley Capital Partners LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 1.8% in the fourth quarter. Berkeley Capital Partners LLC now owns 6,354 shares of the company’s stock worth $635,000 after acquiring an additional 115 shares during the period. Finally, Waystone Advisors LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 3.2% during the first quarter. Waystone Advisors LLC now owns 3,719 shares of the company’s stock worth $369,000 after acquiring an additional 116 shares during the last quarter. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.1%

NYSEARCA:AGG opened at $96.95 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $96.72 and a 52 week high of $101.46. The company has a market capitalization of $136.81 billion, a P/E ratio of 124.57 and a beta of 0.25. The stock’s fifty day moving average is $97.80 and its two-hundred day moving average is $98.78.

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.