Saxon Interests Inc. Invests $3.01 Million in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Saxon Interests Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 30,339 shares of the company’s stock, valued at approximately $3,011,000. iShares Core U.S. Aggregate Bond ETF makes up 1.5% of Saxon Interests Inc.’s holdings, making the stock its 10th largest position.

A number of other large investors have also modified their holdings of AGG. GenTrust LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 927.6% in the 4th quarter. GenTrust LLC now owns 1,421,907 shares of the company’s stock valued at $141,124,000 after purchasing an additional 1,283,531 shares in the last quarter. Elwood & Goetz Wealth Advisory Group LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 9.2% in the 4th quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 396,663 shares of the company’s stock valued at $39,369,000 after purchasing an additional 33,490 shares in the last quarter. Ballast Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 2.0% in the 4th quarter. Ballast Inc. now owns 16,375 shares of the company’s stock valued at $1,625,000 after purchasing an additional 327 shares in the last quarter. Transform Wealth LLC increased its stake in iShares Core U.S. Aggregate Bond ETF by 3.4% in the 4th quarter. Transform Wealth LLC now owns 220,403 shares of the company’s stock valued at $21,875,000 after purchasing an additional 7,312 shares in the last quarter. Finally, Ritholtz Wealth Management increased its stake in iShares Core U.S. Aggregate Bond ETF by 22.6% in the 4th quarter. Ritholtz Wealth Management now owns 331,558 shares of the company’s stock valued at $32,907,000 after purchasing an additional 61,091 shares in the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

NYSEARCA:AGG traded down $0.12 during trading hours on Friday, reaching $97.94. 8,835,091 shares of the company traded hands, compared to its average volume of 8,954,758. The firm’s 50-day moving average is $97.70 and its 200-day moving average is $96.38. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $91.58 and a 1-year high of $100.98.

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.