Oak Harbor Wealth Partners LLC Increases Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Oak Harbor Wealth Partners LLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 17.1% in the third quarter, HoldingsChannel reports. The firm owned 137,370 shares of the company’s stock after purchasing an additional 20,081 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up about 4.0% of Oak Harbor Wealth Partners LLC’s investment portfolio, making the stock its 3rd biggest holding. Oak Harbor Wealth Partners LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $13,912,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently added to or reduced their stakes in the business. Oliver Lagore Vanvalin Investment Group increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 162.9% in the 2nd quarter. Oliver Lagore Vanvalin Investment Group now owns 255 shares of the company’s stock valued at $25,000 after acquiring an additional 158 shares in the last quarter. ST Germain D J Co. Inc. increased its stake in 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 in the last quarter. Lynx Investment Advisory bought a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at $28,000. Wagner Wealth Management LLC raised its holdings 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 valued at $31,000 after purchasing an additional 305 shares during the period. Finally, LRI Investments LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth about $34,000. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.0 %

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $97.65 on Friday. The business has a 50-day simple moving average of $99.91 and a 200 day simple moving average of $98.66. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.46 and a one year high of $102.04.

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.