Mount Yale Investment Advisors LLC Sells 4,237 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Mount Yale Investment Advisors LLC decreased its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 46.6% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,859 shares of the company’s stock after selling 4,237 shares during the period. Mount Yale Investment Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $476,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Carmichael Hill & Associates Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 6.6% during the fourth quarter. Carmichael Hill & Associates Inc. now owns 1,697 shares of the company’s stock worth $168,000 after buying an additional 105 shares in the last quarter. CGN Advisors LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 0.4% during the first quarter. CGN Advisors LLC now owns 25,898 shares of the company’s stock worth $2,536,000 after buying an additional 107 shares in the last quarter. Ruedi Wealth Management Inc. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 44.8% during the first quarter. Ruedi Wealth Management Inc. now owns 346 shares of the company’s stock worth $34,000 after buying an additional 107 shares in the last quarter. Vestor Capital LLC increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 23.1% during the fourth quarter. Vestor Capital LLC now owns 613 shares of the company’s stock worth $61,000 after buying an additional 115 shares in the last quarter. Finally, Alpha Financial Advisors LLC increased its holdings in iShares Core U.S. Aggregate Bond ETF by 2.5% in the fourth quarter. Alpha Financial Advisors LLC now owns 4,820 shares of the company’s stock valued at $478,000 after purchasing an additional 119 shares during the period. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

AGG traded up $0.16 during trading on Monday, reaching $98.48. 6,767,569 shares of the stock traded hands, compared to its average volume of 8,106,900. The stock’s 50-day moving average is $97.37 and its 200 day moving average is $97.22. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $91.58 and a 12 month high of $99.70.

About iShares Core U.S. Aggregate Bond ETF

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.