iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) is Efficient Advisors LLC’s 9th Largest Position

Efficient Advisors LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 621,944 shares of the company’s stock after purchasing an additional 2,442 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 3.9% of Efficient Advisors LLC’s portfolio, making the stock its 9th largest position. Efficient Advisors LLC owned 0.05% of iShares Core U.S. Aggregate Bond ETF worth $60,266,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of AGG. Raymond James Financial Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $7,545,901,000. Arizona PSPRS Trust purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the third quarter worth about $822,973,000. Jones Financial Companies Lllp boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.1% during the fourth quarter. Jones Financial Companies Lllp now owns 128,947,585 shares of the company’s stock worth $12,495,021,000 after purchasing an additional 7,463,618 shares during the period. United Services Automobile Association boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 105.8% during the third quarter. United Services Automobile Association now owns 9,129,161 shares of the company’s stock worth $924,510,000 after purchasing an additional 4,694,299 shares during the period. Finally, Constellation Investments Inc. purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth about $431,100,000. 83.63% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG opened at $98.35 on Friday. iShares Core U.S. Aggregate Bond ETF has a one year low of $94.85 and a one year high of $102.04. The company has a 50-day simple moving average of $97.42 and a two-hundred day simple moving average of $98.66. The firm has a market capitalization of $123.92 billion, a PE ratio of 125.24 and a beta of 0.20.

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.