Sax Wealth Advisors LLC Buys 507 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sax Wealth Advisors LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 11.1% in the 4th quarter, Holdings Channel.com reports. The firm owned 5,094 shares of the company’s stock after buying an additional 507 shares during the quarter. Sax Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $494,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of AGG. Raymond James & Associates grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 3.5% in the third quarter. Raymond James & Associates now owns 71,065,150 shares of the company’s stock worth $7,196,768,000 after acquiring an additional 2,376,267 shares during the period. US Bancorp DE boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 11.1% in the third quarter. US Bancorp DE now owns 37,260,740 shares of the company’s stock worth $3,697,061,000 after purchasing an additional 3,717,053 shares during the last quarter. Wealth Enhancement Advisory Services LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 1.8% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 13,048,808 shares of the company’s stock worth $1,321,453,000 after purchasing an additional 230,711 shares during the period. Creative Planning raised its stake in iShares Core U.S. Aggregate Bond ETF by 2.5% during the 2nd quarter. Creative Planning now owns 12,959,116 shares of the company’s stock valued at $1,257,941,000 after buying an additional 318,944 shares during the last quarter. Finally, First Citizens Bank & Trust Co. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.6% during the 3rd quarter. First Citizens Bank & Trust Co. now owns 10,322,474 shares of the company’s stock valued at $1,045,357,000 after buying an additional 820,373 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $96.92 on Friday. The company’s 50 day moving average is $97.58 and its 200 day moving average is $98.89. iShares Core U.S. Aggregate Bond ETF has a 12-month low of $94.85 and a 12-month high of $102.04.

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.