Efficient Advisors LLC Lowers Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Efficient Advisors LLC cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 20.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). 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 investment portfolio, 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 SEC filing.

Several other large investors have also made changes to their positions in the business. Rothschild Investment LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 4.4% in the 3rd quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock valued at $245,000 after acquiring an additional 102 shares during the period. Woodside Wealth Management LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 1.7% in the 3rd quarter. Woodside Wealth Management LLC now owns 6,241 shares of the company’s stock worth $626,000 after acquiring an additional 104 shares in the last quarter. Realta Investment Advisors raised its position in iShares Core U.S. Aggregate Bond ETF by 0.9% during the third quarter. Realta Investment Advisors now owns 11,327 shares of the company’s stock worth $1,135,000 after acquiring an additional 105 shares during the period. Pathway Financial Advisors LLC raised its position in iShares Core U.S. Aggregate Bond ETF by 0.8% during the third quarter. Pathway Financial Advisors LLC now owns 14,255 shares of the company’s stock worth $1,429,000 after acquiring an additional 109 shares during the period. Finally, Invera Wealth Advisors LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 0.5% during the third quarter. Invera Wealth Advisors LLC now owns 24,356 shares of the company’s stock valued at $2,442,000 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 0.8%

Shares of NYSEARCA AGG opened at $98.66 on Friday. The company’s 50-day simple moving average is $100.23 and its 200-day simple moving average is $100.28. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $96.15 and a 52-week high of $101.46. The firm has a market cap of $136.35 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

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.