Sax Wealth Advisors LLC Lowers Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Sax Wealth Advisors LLC trimmed its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,832 shares of the company’s stock after selling 601 shares during the period. Sax Wealth Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,571,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently made changes to their positions in AGG. Brighton Jones LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% in the fourth quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock worth $967,000 after purchasing an additional 7,030 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 50.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,127 shares of the company’s stock worth $884,000 after acquiring an additional 3,044 shares during the last quarter. GAMMA Investing LLC bought a new stake in iShares Core U.S. Aggregate Bond ETF during the first quarter worth approximately $842,000. UMB Bank n.a. increased its stake in iShares Core U.S. Aggregate Bond ETF by 5.6% during the first quarter. UMB Bank n.a. now owns 11,662 shares of the company’s stock worth $1,154,000 after acquiring an additional 617 shares during the last quarter. Finally, Wealthcare Advisory Partners LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 12.6% during the first quarter. Wealthcare Advisory Partners LLC now owns 376,256 shares of the company’s stock worth $37,219,000 after acquiring an additional 42,230 shares during the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of NYSEARCA:AGG opened at $100.13 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $95.74 and a 1 year high of $101.02. The business has a 50 day simple moving average of $99.68 and a two-hundred day simple moving average of $98.63. The firm has a market capitalization of $132.13 billion, a PE ratio of 124.57 and a beta of 0.12.

iShares Core U.S. Aggregate Bond ETF 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.