Axxcess Wealth Management LLC Has $173.31 Million Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Axxcess Wealth Management LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 3.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,711,410 shares of the company’s stock after purchasing an additional 60,700 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 4.3% of Axxcess Wealth Management LLC’s investment portfolio, making the stock its 3rd biggest holding. Axxcess Wealth Management LLC owned about 0.14% of iShares Core U.S. Aggregate Bond ETF worth $173,314,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently modified their holdings of the company. WMS Partners LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 0.9% in the first quarter. WMS Partners LLC now owns 96,744 shares of the company’s stock worth $9,475,000 after purchasing an additional 901 shares in the last quarter. FineMark National Bank & Trust lifted its position in iShares Core U.S. Aggregate Bond ETF by 0.7% during the 2nd quarter. FineMark National Bank & Trust now owns 14,659 shares of the company’s stock valued at $1,423,000 after acquiring an additional 108 shares during the period. Spectrum Investment Advisors Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 24.1% during the 2nd quarter. Spectrum Investment Advisors Inc. now owns 46,767 shares of the company’s stock valued at $4,540,000 after acquiring an additional 9,087 shares during the period. Wagner Wealth Management LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 30,500.0% during the third quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after acquiring an additional 305 shares in the last quarter. Finally, AE Wealth Management LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF by 48.7% during the second quarter. AE Wealth Management LLC now owns 151,969 shares of the company’s stock valued at $14,752,000 after purchasing an additional 49,761 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.2 %

AGG stock opened at $98.50 on Friday. The firm has a 50 day moving average price of $100.06 and a 200-day moving average price of $98.58. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $93.53 and a 52-week high of $102.04.

About iShares Core U.S. Aggregate Bond ETF

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.