Global View Capital Management LLC Has $1.75 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Global View Capital Management LLC trimmed its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 42.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 17,557 shares of the company’s stock after selling 12,764 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 0.3% of Global View Capital Management LLC’s portfolio, making the stock its 26th biggest holding. Global View Capital Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,754,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Wiser Advisor Group LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at approximately $29,000. North Ridge Wealth Advisors Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the second quarter valued at $29,000. Collier Financial acquired a new position in iShares Core U.S. Aggregate Bond ETF during the third quarter worth $31,000. JCIC Asset Management Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF during the third quarter worth $32,000. Finally, Moisand Fitzgerald Tamayo LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 78.0% during the fourth quarter. Moisand Fitzgerald Tamayo LLC now owns 331 shares of the company’s stock worth $33,000 after acquiring an additional 145 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA AGG opened at $98.54 on Monday. The firm has a market capitalization of $136.18 billion, a P/E ratio of 124.57 and a beta of 0.25. The firm’s fifty day moving average price is $100.09 and its two-hundred day moving average price is $100.24. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.15 and a 1 year high of $101.46.

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.