Charter Oak Capital Management LLC Raises Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Charter Oak Capital Management LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,706,856 shares of the company’s stock after purchasing an additional 39,847 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 14.3% of Charter Oak Capital Management LLC’s holdings, making the stock its 2nd largest position. Charter Oak Capital Management LLC owned approximately 0.13% of iShares Core U.S. Aggregate Bond ETF worth $169,320,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Worth Asset Management LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 64.7% in the 2nd quarter. Worth Asset Management LLC now owns 12,713 shares of the company’s stock worth $1,261,000 after buying an additional 4,993 shares during the last quarter. P E Global LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 8.2% during the second quarter. P E Global LLC now owns 513,048 shares of the company’s stock worth $50,894,000 after buying an additional 38,951 shares during the last quarter. Exchange Traded Concepts LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter worth about $129,960,000. Affiance Financial LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 12.6% in the second quarter. Affiance Financial LLC now owns 734,676 shares of the company’s stock valued at $72,880,000 after acquiring an additional 82,155 shares during the last quarter. Finally, NorthCrest Asset Manangement LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 0.9% in the second quarter. NorthCrest Asset Manangement LLC now owns 186,441 shares of the company’s stock valued at $18,359,000 after acquiring an additional 1,628 shares during the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.3%

Shares of AGG stock opened at $100.29 on Friday. The company has a 50 day moving average of $99.17 and a 200-day moving average of $98.49. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $95.74 and a 12-month high of $101.65. The firm has a market cap of $130.13 billion, a P/E ratio of 124.57 and a beta of 0.12.

iShares Core U.S. Aggregate Bond ETF 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.