Oxford Financial Group LTD. LLC Sells 234 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Oxford Financial Group LTD. LLC cut its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 7.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,915 shares of the company’s stock after selling 234 shares during the quarter. Oxford Financial Group LTD. LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $282,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in AGG. Bradley & Co. Private Wealth Management LLC bought a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth about $25,000. Kozak & Associates Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth approximately $26,000. Newbridge Financial Services Group Inc. purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $33,000. Bank of Jackson Hole Trust bought a new stake in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at approximately $35,000. Finally, Stonebridge Financial Group LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $43,000. Institutional investors own 83.63% of the company’s stock.

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 stock has a market cap of $125.40 billion, a P/E ratio of 125.34 and a beta of 0.22. The firm’s fifty day moving average price is $97.80 and its 200-day moving average price is $98.54.

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.