Crux Wealth Advisors Has $884,000 Position in iShares Core U.S. Aggregate Bond ETF $AGG

Crux Wealth Advisors lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 40.6% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 8,851 shares of the company’s stock after selling 6,040 shares during the period. Crux Wealth Advisors’ holdings in iShares Core U.S. Aggregate Bond ETF were worth $884,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in AGG. Brighton Jones LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% in the 4th 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 holdings in iShares Core U.S. Aggregate Bond ETF by 50.0% in the fourth 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 during the last quarter. Russell Investments Group Ltd. bought a new stake in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at about $111,000. Transce3nd LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 84.7% in the second quarter. Transce3nd LLC now owns 484 shares of the company’s stock valued at $48,000 after purchasing an additional 222 shares during the last quarter. Finally, Acorn Wealth Advisors LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the second quarter valued at about $746,000. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

Shares of AGG opened at $99.17 on Wednesday. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $96.15 and a 1 year high of $101.46. The stock has a market cap of $137.59 billion, a P/E ratio of 124.57 and a beta of 0.26. The stock’s 50-day moving average price is $99.97 and its two-hundred day moving average price is $100.17.

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.