iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Acquired by Mount Yale Investment Advisors LLC

Mount Yale Investment Advisors LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.5% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 8,246 shares of the company’s stock after buying an additional 122 shares during the period. Mount Yale Investment Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $799,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the company. Kozak & Associates Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $26,000. ST Germain D J Co. Inc. lifted its position in iShares Core U.S. Aggregate Bond ETF by 1,020.0% during the third quarter. ST Germain D J Co. Inc. now owns 280 shares of the company’s stock worth $28,000 after buying an additional 255 shares during the period. Wagner Wealth Management LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 30,500.0% in the 3rd quarter. Wagner Wealth Management LLC now owns 306 shares of the company’s stock worth $31,000 after buying an additional 305 shares during the last quarter. Kimelman & Baird LLC acquired a new stake in iShares Core U.S. Aggregate Bond ETF in the 2nd quarter worth about $36,000. Finally, Bank of New Hampshire grew its holdings in iShares Core U.S. Aggregate Bond ETF by 71.7% in the 4th quarter. Bank of New Hampshire now owns 455 shares of the company’s stock valued at $44,000 after buying an additional 190 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.6 %

Shares of AGG stock opened at $97.55 on Tuesday. The firm’s 50-day simple moving average is $97.50 and its 200-day simple moving average is $98.90. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04.

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.