Efficient Advisors LLC Sells 231,681 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Efficient Advisors LLC trimmed its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 46.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 262,936 shares of the company’s stock after selling 231,681 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.9% of Efficient Advisors LLC’s investment portfolio, making the stock its 22nd biggest holding. Efficient Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $26,102,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. NBC Securities Inc. raised its holdings in iShares Core U.S. Aggregate Bond ETF by 30.1% in the fourth quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock worth $5,932,000 after purchasing an additional 13,724 shares in the last quarter. Capital Asset Advisory Services LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 8.7% during the fourth quarter. Capital Asset Advisory Services LLC now owns 1,772,568 shares of the company’s stock valued at $177,292,000 after buying an additional 141,584 shares during the last quarter. Curated Wealth Partners LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $3,913,000. CPR Investments Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 205.1% in the 4th quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock valued at $5,387,000 after buying an additional 36,256 shares in the last quarter. Finally, Clearstead Advisors LLC grew its position in shares of iShares Core U.S. Aggregate Bond ETF by 22.2% in the 4th quarter. Clearstead Advisors LLC now owns 217,140 shares of the company’s stock worth $21,688,000 after buying an additional 39,415 shares during the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Down 0.2%

NYSEARCA AGG opened at $98.04 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $97.51 and a 52 week high of $101.46. The company has a 50 day moving average price of $98.69 and a 200 day moving average price of $99.49. The firm has a market cap of $137.56 billion, a PE ratio of 124.57 and a beta of 0.25.

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.