Heritage Oak Wealth Advisors LLC Invests $2.67 Million in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Heritage Oak Wealth Advisors LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 26,409 shares of the company’s stock, valued at approximately $2,674,000. iShares Core U.S. Aggregate Bond ETF accounts for about 1.2% of Heritage Oak Wealth Advisors LLC’s holdings, making the stock its 21st largest position.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. WMS Partners LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% during the first quarter. WMS Partners LLC now owns 96,744 shares of the company’s stock worth $9,475,000 after buying an additional 901 shares during the period. Skyline Advisors Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 0.9% during the 1st quarter. Skyline Advisors Inc. now owns 159,063 shares of the company’s stock valued at $15,579,000 after acquiring an additional 1,352 shares during the period. FineMark National Bank & Trust grew its position in iShares Core U.S. Aggregate Bond ETF by 0.7% in the 2nd quarter. FineMark National Bank & Trust now owns 14,659 shares of the company’s stock valued at $1,423,000 after acquiring an additional 108 shares in the last quarter. Conservest Capital Advisors Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 4.0% in the 1st quarter. Conservest Capital Advisors Inc. now owns 122,812 shares of the company’s stock valued at $12,028,000 after acquiring an additional 4,746 shares in the last quarter. Finally, Spectrum Investment Advisors Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 24.1% during the second quarter. Spectrum Investment Advisors Inc. now owns 46,767 shares of the company’s stock worth $4,540,000 after purchasing an additional 9,087 shares during the period. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA AGG opened at $98.79 on Friday. The firm has a 50 day simple moving average of $100.57 and a 200-day simple moving average of $98.39. iShares Core U.S. Aggregate Bond ETF has a one year low of $91.92 and a one year high of $102.04.

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.