Sage Financial Group Inc. Increases Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Sage Financial Group Inc. grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 91.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,034 shares of the company’s stock after buying an additional 5,744 shares during the quarter. Sage Financial Group Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,194,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently bought and sold shares of AGG. Chapin Davis Inc. grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.4% in the 2nd quarter. Chapin Davis Inc. now owns 4,454 shares of the company’s stock valued at $436,000 after purchasing an additional 105 shares during the period. Long Run Wealth Advisors LLC grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% during the 4th quarter. Long Run Wealth Advisors LLC now owns 20,150 shares of the company’s stock worth $2,000,000 after purchasing an additional 105 shares in the last quarter. Wealthsource Partners LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 0.8% in the second quarter. Wealthsource Partners LLC now owns 13,844 shares of the company’s stock valued at $1,356,000 after purchasing an additional 108 shares during the last quarter. Brickley Wealth Management raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% during the third quarter. Brickley Wealth Management now owns 2,623 shares of the company’s stock worth $247,000 after acquiring an additional 110 shares during the last quarter. Finally, O Connor Financial Group LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 4.4% in the fourth quarter. O Connor Financial Group LLC now owns 2,676 shares of the company’s stock worth $266,000 after purchasing an additional 112 shares in the last quarter. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.1 %

Shares of NYSEARCA AGG traded down $0.05 during trading on Thursday, reaching $98.01. 2,961,128 shares of the stock traded hands, compared to its average volume of 8,806,743. The company has a 50-day moving average of $97.70 and a 200-day moving average of $96.37. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $91.58 and a 52-week 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.