Efficient Advisors, LLC AGG Holdings History
Efficient Advisors, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Efficient Advisors, LLC held 609,875.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $60.33 Mil. This investment constitutes 3.93% of their stock portfolio, and Efficient Advisors, LLC now holds 0.05% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2013Q4. And since then Efficient Advisors, LLC has made 18 purchases of AGG, at an average price of $106.09, for a total of 1.53 Mil shares. In addition, there have been 19 sales at an average price of $104.68 for 922,994.00 shares. Based on historical transaction data and AGG's current price of $97.87, Efficient Advisors, LLC's estimated gain on his AGG holdings is $-6.32 Mil, reflecting a -3.89% gain to date.
Efficient Advisors, LLC AGG ($97.87) Holding Chart
Efficient Advisors, LLC AGG ($97.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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