iShares Core U.S. Aggregate Bond ETF $AGG is Charter Oak Capital Management LLC’s 2nd Largest Position

Charter Oak Capital Management LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,849,735 shares of the company’s stock after buying an additional 41,692 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up 14.1% of Charter Oak Capital Management LLC’s investment portfolio, making the stock its 2nd biggest holding. Charter Oak Capital Management LLC owned approximately 0.14% of iShares Core U.S. Aggregate Bond ETF worth $184,752,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the business. Aspect Partners LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 6.3% in the 4th quarter. Aspect Partners LLC now owns 51,843 shares of the company’s stock valued at $5,178,000 after purchasing an additional 3,064 shares during the period. Tectonic Advisors LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.2% during the 4th quarter. Tectonic Advisors LLC now owns 357,427 shares of the company’s stock valued at $35,700,000 after purchasing an additional 4,327 shares in the last quarter. Westside Investment Management Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.6% during the 4th quarter. Westside Investment Management Inc. now owns 89,622 shares of the company’s stock valued at $8,951,000 after purchasing an additional 2,250 shares in the last quarter. HBW Advisory Services LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter valued at $253,000. Finally, High Net Worth Advisory Group LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 3.5% during the 4th quarter. High Net Worth Advisory Group LLC now owns 139,637 shares of the company’s stock valued at $13,947,000 after purchasing an additional 4,674 shares in 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 Price Performance

AGG opened at $99.32 on Monday. The company has a fifty day moving average price of $99.92 and a 200-day moving average price of $100.15. The firm has a market capitalization of $135.51 billion, a P/E ratio of 124.57 and a beta of 0.27. iShares Core U.S. Aggregate Bond ETF has a one year low of $96.15 and a one year high of $101.46.

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.