Occidental Asset Management LLC Has $2.05 Million Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Occidental Asset Management LLC cut its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,929 shares of the company’s stock after selling 179 shares during the period. Occidental Asset Management LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,050,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Natixis Advisors L.P. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 11.1% in the 3rd quarter. Natixis Advisors L.P. now owns 74,592 shares of the company’s stock valued at $7,015,000 after purchasing an additional 7,482 shares in the last quarter. Tyler Stone Wealth Management grew its position in iShares Core U.S. Aggregate Bond ETF by 18.0% in the third quarter. Tyler Stone Wealth Management now owns 5,059 shares of the company’s stock valued at $476,000 after acquiring an additional 773 shares during the last quarter. Richard Bernstein Advisors LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 830.2% during the third quarter. Richard Bernstein Advisors LLC now owns 83,271 shares of the company’s stock worth $7,831,000 after acquiring an additional 74,319 shares in the last quarter. United Services Automobile Association boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 127.4% in the 3rd quarter. United Services Automobile Association now owns 7,073,294 shares of the company’s stock valued at $665,173,000 after purchasing an additional 3,962,762 shares in the last quarter. Finally, BOS Asset Management LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 3rd quarter valued at approximately $1,636,000. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG traded down $0.48 on Friday, hitting $97.07. The company had a trading volume of 12,781,548 shares, compared to its average volume of 5,640,711. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $91.58 and a 52 week high of $99.70. The firm has a 50 day moving average of $96.67 and a two-hundred day moving average of $97.38.

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.