NewSquare Capital LLC Sells 2,225 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

NewSquare Capital LLC lowered its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.8% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 123,778 shares of the company’s stock after selling 2,225 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 0.9% of NewSquare Capital LLC’s investment portfolio, making the stock its 28th biggest holding. NewSquare Capital LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,279,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the company. Texas Yale Capital Corp. increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.6% during the first quarter. Texas Yale Capital Corp. now owns 6,496 shares of the company’s stock worth $643,000 after purchasing an additional 103 shares during the period. VAUGHAN & Co SECURITIES INC. increased its stake in shares of 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 worth $649,000 after purchasing an additional 104 shares during the period. Vestia Personal Wealth Advisors increased its stake in shares of 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 worth $215,000 after purchasing an additional 107 shares during the period. Tempus Wealth Planning LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 3.0% during the first quarter. Tempus Wealth Planning LLC now owns 3,830 shares of the company’s stock worth $379,000 after purchasing an additional 110 shares during the period. Finally, Cornerstone Planning Group LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 19.9% during the first quarter. Cornerstone Planning Group LLC now owns 686 shares of the company’s stock worth $67,000 after purchasing an additional 114 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $100.09 on Tuesday. The stock’s fifty day moving average price is $100.34 and its two-hundred day moving average price is $98.98. iShares Core U.S. Aggregate Bond ETF has a one year low of $95.74 and a one year high of $101.35. The firm has a market cap of $134.69 billion, a PE ratio of 124.57 and a beta of 0.25.

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.