Oak Wealth Advisors LLC Increases Stock Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Oak Wealth Advisors LLC grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.0% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,799 shares of the company’s stock after purchasing an additional 274 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 0.4% of Oak Wealth Advisors LLC’s portfolio, making the stock its 29th biggest holding. Oak Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $574,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Bradley & Co. Private Wealth Management LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $25,000. Greenline Partners LLC purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $31,000. Godsey & Gibb Inc. acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 1st quarter worth $46,000. Curio Wealth LLC acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $50,000. Finally, Navigoe LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $52,000. Hedge funds and other institutional investors own 83.63% of the company’s stock.

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

Shares of NYSEARCA AGG opened at $98.81 on Thursday. The company’s 50-day moving average price is $97.86 and its 200 day moving average price is $97.77. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $95.74 and a 52 week high of $102.04. The stock has a market cap of $128.45 billion, a price-to-earnings ratio of 124.57 and a beta of 0.24.

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.