iShares Core U.S. Aggregate Bond ETF $AGG Shares Bought by Sax Wealth Advisors LLC

Sax Wealth Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 31.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 66,605 shares of the company’s stock after buying an additional 15,842 shares during the quarter. Sax Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $6,612,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in AGG. Blueline Advisors LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at $25,000. Cresta Advisors Ltd. acquired a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth $25,000. Valley National Advisers Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 339.0% during the 4th quarter. Valley National Advisers Inc. now owns 259 shares of the company’s stock worth $25,000 after acquiring an additional 200 shares in the last quarter. First Command Advisory Services Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF by 321.2% during the 4th quarter. First Command Advisory Services Inc. now owns 278 shares of the company’s stock worth $28,000 after acquiring an additional 212 shares in the last quarter. Finally, Wiser Advisor Group LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 3rd quarter worth about $29,000. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $97.60 on Friday. The firm has a market cap of $137.72 billion, a PE ratio of 124.57 and a beta of 0.25. The firm’s 50-day simple moving average is $98.28 and its 200-day simple moving average is $99.14. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $97.12 and a 1 year high of $101.46.

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.