iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Efficient Advisors LLC

Efficient Advisors LLC reduced its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 20.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 494,617 shares of the company’s stock after selling 126,274 shares during the quarter. iShares Core U.S. Aggregate Bond ETF accounts for 2.9% of Efficient Advisors LLC’s holdings, making the stock its 13th largest position. Efficient Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $49,402,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently bought and sold shares of the stock. Brighton Jones LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 238.0% during the 4th quarter. Brighton Jones LLC now owns 9,984 shares of the company’s stock valued at $967,000 after purchasing an additional 7,030 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 50.0% in the 4th 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 period. Prudential PLC boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 25.8% during the second quarter. Prudential PLC now owns 20,877 shares of the company’s stock worth $2,071,000 after buying an additional 4,280 shares in the last quarter. JPMorgan Chase & Co. grew its position in iShares Core U.S. Aggregate Bond ETF by 12.1% during the second quarter. JPMorgan Chase & Co. now owns 10,997,880 shares of the company’s stock valued at $1,090,990,000 after buying an additional 1,189,779 shares during the period. Finally, Franklin Resources Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 0.6% during the second quarter. Franklin Resources Inc. now owns 694,167 shares of the company’s stock valued at $68,861,000 after buying an additional 4,132 shares during the period. 83.63% of the stock is owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG opened at $98.66 on Friday. The company has a fifty day moving average of $100.23 and a two-hundred day moving average of $100.28. The stock has a market capitalization of $136.35 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $96.15 and a fifty-two week high of $101.46.

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.