Saxon Interests Inc. Has $2.67 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Saxon Interests Inc. grew its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 11.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 27,250 shares of the company’s stock after acquiring an additional 2,849 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises about 1.4% of Saxon Interests Inc.’s portfolio, making the stock its 14th largest holding. Saxon Interests Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $2,669,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Jones Financial Companies Lllp increased its position in iShares Core U.S. Aggregate Bond ETF by 2.2% during the first quarter. Jones Financial Companies Lllp now owns 83,962,032 shares of the company’s stock worth $8,365,977,000 after buying an additional 1,793,268 shares during the last quarter. Moneta Group Investment Advisors LLC raised its stake in iShares Core U.S. Aggregate Bond ETF by 90,331.9% in the 4th quarter. Moneta Group Investment Advisors LLC now owns 62,881,813 shares of the company’s stock valued at $6,098,907,000 after acquiring an additional 62,812,278 shares during the period. Raymond James & Associates boosted its position in iShares Core U.S. Aggregate Bond ETF by 8.9% during the first quarter. Raymond James & Associates now owns 51,098,057 shares of the company’s stock worth $5,091,410,000 after purchasing an additional 4,178,414 shares during the period. Envestnet Asset Management Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 18.6% in the first quarter. Envestnet Asset Management Inc. now owns 41,245,264 shares of the company’s stock valued at $4,109,678,000 after purchasing an additional 6,466,535 shares during the last quarter. Finally, Bank of America Corp DE raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 34.1% in the fourth quarter. Bank of America Corp DE now owns 40,024,464 shares of the company’s stock valued at $3,881,973,000 after purchasing an additional 10,183,968 shares during the period. 83.21% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG traded down $0.11 during mid-day trading on Tuesday, reaching $95.52. 2,393,787 shares of the company were exchanged, compared to its average volume of 7,185,529. iShares Core U.S. Aggregate Bond ETF has a twelve month low of $93.20 and a twelve month high of $101.15. The company’s 50-day simple moving average is $96.58 and its 200-day simple moving average is $97.93.

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.