iShares Core U.S. Aggregate Bond ETF $AGG Stock Sold by Sax Wealth Advisors LLC

Sax Wealth Advisors LLC reduced its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 12.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 58,445 shares of the company’s stock after selling 8,160 shares during the period. Sax Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,525,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in AGG. Main Street Group LTD acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter worth about $30,000. Investors Research Corp boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 73.4% in the second quarter. Investors Research Corp now owns 352 shares of the company’s stock worth $35,000 after buying an additional 149 shares during the period. Steph & Co. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the third quarter worth about $40,000. Signature Equity Partners LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 182.9% in the first quarter. Signature Equity Partners LLC now owns 413 shares of the company’s stock valued at $41,000 after buying an additional 267 shares in the last quarter. Finally, Bullock Wealth Management Group grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 94.0% in the third quarter. Bullock Wealth Management Group now owns 456 shares of the company’s stock valued at $43,000 after buying an additional 221 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of AGG stock traded up $0.01 during trading hours on Tuesday, reaching $94.67. The company had a trading volume of 2,643,348 shares, compared to its average volume of 9,483,225. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $93.83 and a twelve month high of $101.46. The stock’s fifty day simple moving average is $96.36 and its 200 day simple moving average is $97.86. The company has a market capitalization of $136.86 billion, a P/E ratio of 124.57 and a beta of 0.26.

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.