iShares Core U.S. Aggregate Bond ETF $AGG Shares Acquired by Charter Oak Capital Management LLC

Charter Oak Capital Management LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,808,043 shares of the company’s stock after acquiring an additional 101,187 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 14.2% of Charter Oak Capital Management LLC’s portfolio, making the stock its 2nd largest holding. Charter Oak Capital Management LLC owned approximately 0.13% of iShares Core U.S. Aggregate Bond ETF worth $181,256,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the business. Angeles Investment Advisors LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth $26,000. North Ridge Wealth Advisors Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at about $29,000. JCIC Asset Management Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the third quarter worth about $32,000. Evolution Wealth Management Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the third quarter worth about $40,000. Finally, Transce3nd LLC increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 84.7% during the second quarter. Transce3nd LLC now owns 484 shares of the company’s stock valued at $48,000 after acquiring an additional 222 shares during the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $100.00 on Thursday. The company’s 50 day simple moving average is $100.13 and its 200-day simple moving average is $99.84. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.15 and a 1 year high of $101.35. The company has a market capitalization of $136.50 billion, a price-to-earnings 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.