iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Bought by Charter Oak Capital Management LLC

Charter Oak Capital Management LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,623,500 shares of the company’s stock after acquiring an additional 118,128 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 14.6% of Charter Oak Capital Management LLC’s holdings, making the stock its 2nd largest holding. Charter Oak Capital Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $157,317,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in AGG. Mesirow Financial Investment Management Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 0.8% during the 3rd quarter. Mesirow Financial Investment Management Inc. now owns 12,674 shares of the company’s stock valued at $1,283,000 after purchasing an additional 104 shares during the last quarter. Howe & Rusling Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% in the third quarter. Howe & Rusling Inc. now owns 4,414 shares of the company’s stock valued at $447,000 after purchasing an additional 105 shares in the last quarter. Cornerstone Wealth Management LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% during the third quarter. Cornerstone Wealth Management LLC now owns 5,196 shares of the company’s stock valued at $526,000 after buying an additional 109 shares during the last quarter. Braun Bostich & Associates Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 4.5% in the 4th quarter. Braun Bostich & Associates Inc. now owns 2,533 shares of the company’s stock valued at $245,000 after buying an additional 109 shares during the last quarter. Finally, Heritage Wealth Management Inc. CA raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.7% in the third quarter. Heritage Wealth Management Inc. CA now owns 17,410 shares of the company’s stock valued at $1,763,000 after purchasing an additional 116 shares during the last quarter. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $97.55 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week high of $102.04. The firm’s 50-day simple moving average is $97.50 and its 200 day simple moving average is $98.90.

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.