Tandem Wealth Advisors LLC Has $34.14 Million Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Tandem Wealth Advisors LLC reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 6.6% in the first quarter, HoldingsChannel reports. The institutional investor owned 343,924 shares of the company’s stock after selling 24,422 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 15.2% of Tandem Wealth Advisors LLC’s portfolio, making the stock its biggest position. Tandem Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $34,141,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of AGG. NBC Securities Inc. raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 30.1% during the 4th quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock worth $5,932,000 after purchasing an additional 13,724 shares during the period. Capital Asset Advisory Services LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 8.7% during the fourth quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock valued at $177,292,000 after buying an additional 141,584 shares during the period. Curated Wealth Partners LLC bought a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at about $3,913,000. CPR Investments Inc. increased its holdings in iShares Core U.S. Aggregate Bond ETF by 205.1% during the fourth quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock worth $5,387,000 after buying an additional 36,256 shares during the last quarter. Finally, AK Global Asset Management LLC purchased a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $1,808,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG stock opened at $98.20 on Friday. The firm has a market cap of $138.63 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46. The firm’s 50-day simple moving average is $98.55 and its two-hundred day simple moving average is $99.40.

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.