Savvy Advisors Inc. Increases Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Savvy Advisors Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 137.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 38,869 shares of the company’s stock after acquiring an additional 22,523 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 1.2% of Savvy Advisors Inc.’s investment portfolio, making the stock its 15th largest position. Savvy Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,773,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of the stock. Vawter Financial Ltd. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.9% during the 2nd quarter. Vawter Financial Ltd. now owns 11,001 shares of the company’s stock worth $1,068,000 after acquiring an additional 100 shares during the period. Evergreen Capital Management LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 0.6% during the 2nd quarter. Evergreen Capital Management LLC now owns 16,518 shares of the company’s stock worth $1,603,000 after purchasing an additional 105 shares in the last quarter. Bank Hapoalim BM increased its position in iShares Core U.S. Aggregate Bond ETF by 1.2% during the 2nd quarter. Bank Hapoalim BM now owns 8,782 shares of the company’s stock worth $852,000 after purchasing an additional 106 shares in the last quarter. CGN Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF by 0.4% during the 1st quarter. CGN Advisors LLC now owns 25,898 shares of the company’s stock worth $2,536,000 after purchasing an additional 107 shares in the last quarter. Finally, Ruedi Wealth Management Inc. increased its position in iShares Core U.S. Aggregate Bond ETF by 44.8% during the 1st quarter. Ruedi Wealth Management Inc. now owns 346 shares of the company’s stock worth $34,000 after purchasing an additional 107 shares in the last quarter. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG opened at $101.21 on Friday. The firm has a 50 day moving average price of $100.25 and a 200 day moving average price of $98.06. iShares Core U.S. Aggregate Bond ETF has a 1 year low of $91.58 and a 1 year high of $102.04.

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.