iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Stake Trimmed by Oak Harbor Wealth Partners LLC

Oak Harbor Wealth Partners LLC trimmed its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 110,912 shares of the company’s stock after selling 1,799 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 3.7% of Oak Harbor Wealth Partners LLC’s holdings, making the stock its 3rd biggest position. Oak Harbor Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $11,008,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Envestnet Portfolio Solutions Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at approximately $1,416,230,000. Charles Schwab Investment Management Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 120.7% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 18,145,366 shares of the company’s stock valued at $1,706,332,000 after buying an additional 9,923,920 shares in the last quarter. United Services Automobile Association lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 127.4% during the 3rd quarter. United Services Automobile Association now owns 7,073,294 shares of the company’s stock valued at $665,173,000 after buying an additional 3,962,762 shares in the last quarter. P E Global LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 77.2% during the 4th quarter. P E Global LLC now owns 6,745,576 shares of the company’s stock valued at $669,498,000 after buying an additional 2,937,853 shares in the last quarter. Finally, Mercer Global Advisors Inc. ADV lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 26.1% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 13,410,674 shares of the company’s stock valued at $1,261,140,000 after buying an additional 2,773,905 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 Stock Performance

Shares of AGG stock traded down $0.26 during trading on Thursday, reaching $96.48. 3,116,998 shares of the company’s stock traded hands, compared to its average volume of 8,781,161. The firm’s 50-day moving average is $96.47 and its 200 day moving average is $97.10. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $91.58 and a 1 year high of $99.70.

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.