Umpqua Bank Has $268,000 Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Umpqua Bank reduced its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 32.0% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,757 shares of the company’s stock after selling 1,300 shares during the quarter. Umpqua Bank’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $268,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in AGG. WMS Partners LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% in the first quarter. WMS Partners LLC now owns 96,744 shares of the company’s stock valued at $9,475,000 after buying an additional 901 shares in the last quarter. Envestnet Asset Management Inc. raised its position in iShares Core U.S. Aggregate Bond ETF by 5.7% in the 4th quarter. Envestnet Asset Management Inc. now owns 40,781,811 shares of the company’s stock valued at $4,047,595,000 after buying an additional 2,209,020 shares during the last quarter. Quantitative Strategies Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF by 7.2% during the 4th quarter. Quantitative Strategies Inc. now owns 2,470 shares of the company’s stock valued at $245,000 after acquiring an additional 166 shares in the last quarter. Royal Harbor Partners LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 1.9% during the 4th quarter. Royal Harbor Partners LLC now owns 135,429 shares of the company’s stock worth $13,441,000 after acquiring an additional 2,585 shares during the last quarter. Finally, Janney Montgomery Scott LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 25.6% in the fourth quarter. Janney Montgomery Scott LLC now owns 640,009 shares of the company’s stock valued at $63,521,000 after purchasing an additional 130,427 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $101.19 on Friday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $91.58 and a fifty-two week high of $101.60. The company’s 50-day moving average is $99.16 and its 200 day moving average is $97.66.

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.