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

Sax Wealth Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 257.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 50,763 shares of the company’s stock after purchasing an additional 36,574 shares during the period. 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.

Several other large investors have also recently added to or reduced their stakes in AGG. First Bank & Trust raised its position in iShares Core U.S. Aggregate Bond ETF by 1.0% in the fourth quarter. First Bank & Trust now owns 305,085 shares of the company’s stock valued at $30,472,000 after purchasing an additional 2,961 shares during the period. Hillcrest Wealth Advisors NY LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 7.4% in the fourth quarter. Hillcrest Wealth Advisors NY LLC now owns 74,775 shares of the company’s stock worth $7,469,000 after buying an additional 5,175 shares during the period. Canvas Wealth Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 9.3% in the fourth quarter. Canvas Wealth Advisors LLC now owns 55,444 shares of the company’s stock worth $5,538,000 after buying an additional 4,735 shares during the period. Fiduciary Financial Group LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 30.2% in the fourth quarter. Fiduciary Financial Group LLC now owns 13,506 shares of the company’s stock valued at $1,349,000 after buying an additional 3,134 shares in the last quarter. Finally, Curated Wealth Partners LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at about $3,913,000. 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 NYSEARCA:AGG opened at $99.11 on Thursday. The business’s 50-day simple moving average is $100.16 and its 200 day simple moving average is $100.26. The company has a market cap of $136.97 billion, a P/E ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a one year low of $96.15 and a one 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.