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

Mount Yale Investment Advisors LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report) by 1.5% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 8,246 shares of the company’s stock after acquiring an additional 122 shares during the quarter. 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 and other institutional investors have also modified their holdings of AGG. Parkside Investments LLC raised its holdings in iShares Core U.S. Aggregate Bond ETF by 14.5% in the fourth quarter. Parkside Investments LLC now owns 110,953 shares of the company’s stock valued at $10,751,000 after acquiring an additional 14,048 shares in the last quarter. McLean Asset Management Corp raised its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.6% in the 4th quarter. McLean Asset Management Corp now owns 26,671 shares of the company’s stock valued at $2,584,000 after purchasing an additional 684 shares in the last quarter. Cornerstone Wealth Group LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF by 6.6% during the fourth quarter. Cornerstone Wealth Group LLC now owns 688,175 shares of the company’s stock worth $66,684,000 after purchasing an additional 42,442 shares during the last quarter. Atticus Wealth Management LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $14,550,000. Finally, Apexium Financial LP grew its stake in iShares Core U.S. Aggregate Bond ETF by 1.7% in the fourth quarter. Apexium Financial LP now owns 80,072 shares of the company’s stock worth $7,759,000 after purchasing an additional 1,343 shares in the last quarter. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of NYSEARCA AGG opened at $97.55 on Tuesday. The stock’s 50 day moving average price is $97.50 and its two-hundred day moving average price is $98.90. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $94.85 and a 52-week high of $102.04.

iShares Core U.S. Aggregate Bond ETF Company Profile

(Free Report)

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.

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Want to see what other hedge funds are holding AGG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGGFree Report).

Institutional Ownership by Quarter for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

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