iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Evensky & Katz LLC

Evensky & Katz LLC cut its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 0.9% during the second quarter, HoldingsChannel reports. The institutional investor owned 130,051 shares of the company’s stock after selling 1,158 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises approximately 0.8% of Evensky & Katz LLC’s portfolio, making the stock its 21st biggest holding. Evensky & Katz LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $12,901,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the company. Briaud Financial Planning Inc purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter worth approximately $25,000. MTM Investment Management LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at $37,000. AlphaCore Capital LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 1st quarter valued at $40,000. Atlas Capital Advisors Inc. boosted its stake in iShares Core U.S. Aggregate Bond ETF by 66.7% during the 1st quarter. Atlas Capital Advisors Inc. now owns 500 shares of the company’s stock worth $49,000 after purchasing an additional 200 shares during the last quarter. Finally, Byrne Asset Management LLC purchased a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the first quarter worth $53,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Trading Down 0.1%

AGG stock opened at $100.18 on Monday. The company has a market cap of $132.01 billion, a price-to-earnings ratio of 124.57 and a beta of 0.12. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $95.74 and a 12 month high of $101.02. The firm has a 50-day moving average of $99.62 and a two-hundred day moving average of $98.61.

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.