Oxford Financial Group LTD. LLC Has $282,000 Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Oxford Financial Group LTD. LLC lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.4% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 2,915 shares of the company’s stock after selling 234 shares during the period. Oxford Financial Group LTD. LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $282,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Jones Financial Companies Lllp boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.1% during the fourth quarter. Jones Financial Companies Lllp now owns 128,947,585 shares of the company’s stock valued at $12,495,021,000 after buying an additional 7,463,618 shares during the last quarter. Raymond James Financial Inc. purchased a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $7,545,901,000. Wealth Enhancement Advisory Services LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.8% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 13,048,808 shares of the company’s stock worth $1,321,453,000 after acquiring an additional 230,711 shares in the last quarter. WealthNavi Inc. grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.1% in the 4th quarter. WealthNavi Inc. now owns 10,070,637 shares of the company’s stock worth $975,845,000 after acquiring an additional 207,960 shares in the last quarter. Finally, United Services Automobile Association raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 105.8% in the third quarter. United Services Automobile Association now owns 9,129,161 shares of the company’s stock valued at $924,510,000 after purchasing an additional 4,694,299 shares during the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

iShares Core U.S. Aggregate Bond ETF stock opened at $98.74 on Friday. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $94.85 and a fifty-two week high of $102.04. The firm’s 50-day simple moving average is $97.80 and its 200 day simple moving average is $98.54. The stock has a market cap of $125.40 billion, a PE ratio of 125.34 and a beta of 0.22.

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.