Oarsman Capital Inc. Purchases 2,030 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Oarsman Capital Inc. boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 5.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 41,816 shares of the company’s stock after acquiring an additional 2,030 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for approximately 0.7% of Oarsman Capital Inc.’s portfolio, making the stock its 25th largest holding. Oarsman Capital Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,148,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Motco increased its stake in iShares Core U.S. Aggregate Bond ETF by 377.8% in the second quarter. Motco now owns 688 shares of the company’s stock valued at $68,000 after acquiring an additional 544 shares during the last quarter. James Investment Research Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 0.8% in the second quarter. James Investment Research Inc. now owns 51,805 shares of the company’s stock valued at $5,139,000 after acquiring an additional 402 shares during the last quarter. Zhang Financial LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 51.2% during the second quarter. Zhang Financial LLC now owns 219,467 shares of the company’s stock valued at $21,771,000 after buying an additional 74,290 shares during the last quarter. New York Life Investment Management LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 11.4% during the second quarter. New York Life Investment Management LLC now owns 552,328 shares of the company’s stock valued at $54,791,000 after buying an additional 56,597 shares during the last quarter. Finally, Wincap Financial LLC bought a new position in shares of iShares Core U.S. Aggregate Bond ETF during the second quarter valued at about $309,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

Shares of NYSEARCA:AGG opened at $101.27 on Wednesday. The stock’s 50-day moving average price is $100.23 and its 200-day moving average price is $98.90. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $95.74 and a 12-month high of $101.35. The stock has a market capitalization of $135.92 billion, a P/E ratio of 124.57 and a beta of 0.25.

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.