Charter Oak Capital Management LLC Increases Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Charter Oak Capital Management LLC lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,623,500 shares of the company’s stock after buying an additional 118,128 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 14.6% of Charter Oak Capital Management LLC’s holdings, making the stock its 2nd biggest position. Charter Oak Capital Management LLC owned approximately 0.13% of iShares Core U.S. Aggregate Bond ETF worth $157,317,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Kozak & Associates Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $26,000. ST Germain D J Co. Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 1,020.0% in the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock valued at $28,000 after purchasing an additional 255 shares during the last quarter. Wagner Wealth Management LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after purchasing an additional 305 shares during the period. Kimelman & Baird LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter worth $36,000. Finally, Bank of New Hampshire grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 71.7% in the fourth quarter. Bank of New Hampshire now owns 455 shares of the company’s stock valued at $44,000 after acquiring an additional 190 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.6 %

NYSEARCA:AGG opened at $97.55 on Tuesday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04. The firm’s 50-day simple moving average is $97.50 and its 200 day simple moving average is $98.90.

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.