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

Sax Wealth Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 257.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 50,763 shares of the company’s stock after buying an additional 36,574 shares during the quarter. Sax Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,070,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 238.0% during the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after acquiring an additional 7,030 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock valued at $884,000 after purchasing an additional 3,044 shares in the last quarter. Laurel Wealth Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9,820.7% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 8,135 shares of the company’s stock worth $807,000 after purchasing an additional 8,053 shares during the period. Blueprint Financial Advisors LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the 2nd quarter worth about $4,872,000. Finally, Boston Partners increased its position in iShares Core U.S. Aggregate Bond ETF by 1.8% during the 2nd quarter. Boston Partners now owns 435,125 shares of the company’s stock worth $43,164,000 after purchasing an additional 7,616 shares in the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG opened at $99.11 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.15 and a 1 year high of $101.46. The firm has a 50 day moving average price of $100.16 and a 200 day moving average price of $100.26. The company has a market cap of $136.97 billion, a PE 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.