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Mount Yale Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Mount Yale Investment Advisors’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.4M Buy
104,623
+12,672
+14% +$1.27M 0.24% 92
2025
Q4 		$9.18M Sell
91,951
-28,811
-24% -$2.89M 0.44% 51
2025
Q3 		$12.1M Buy
120,762
+116,019
+2,446% +$11.5M 0.84% 23
2025
Q2 		$471K Sell
4,743
-2,299
-33% -$225K 0.04% 356
2025
Q1 		$697K Sell
7,042
-1,204
-15% -$118K 0.06% 259
2024
Q4 		$799K Buy
8,246
+122
+2% +$12K 0.06% 247
2024
Q3 		$823K Buy
8,124
+3,381
+71% +$337K 0.08% 232
2024
Q2 		$460K Sell
4,743
-116
-2% -$11.2K 0.04% 358
2024
Q1 		$476K Sell
4,859
-4,237
-47% -$415K 0.04% 361
2023
Q4 		$903K Buy
9,096
+116
+1% +$11K 0.09% 218
2023
Q3 		$844K Sell
8,980
-21
-0.2% -$2.02K 0.09% 211
2023
Q2 		$882K Hold
9,001
– – 0.09% 214
2023
Q1 		$897K Sell
9,001
-7,669
-46% -$758K 0.1% 202
2022
Q4 		$1.62M Buy
16,670
+7,574
+83% +$733K 0.18% 124
2022
Q3 		$876K Buy
9,096
+1,175
+15% +$119K 0.12% 186
2022
Q2 		$805K Buy
7,921
+867
+12% +$89.1K 0.1% 201
2022
Q1 		$755K Buy
+7,054
New +$776K 0.08% 240
2021
Q4 		– Sell
-4,272
Closed -$491K – 458
2021
Q3 		$491K Buy
4,272
+3
+0.1% +$348 0.06% 285
2021
Q2 		$492K Buy
4,269
+3
+0.1% +$344 0.06% 266
2021
Q1 		$486K Sell
4,266
-1,030
-19% -$119K 0.06% 266
2020
Q4 		$626K Buy
+5,296
New +$624K 0.09% 228
2018
Q3 		– Sell
-23
Closed -$2K – 939
2018
Q2 		$2K Hold
23
– – ﹤0.01% 918
2018
Q1 		$2K Buy
+23
New +$2.47K ﹤0.01% 913

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Mount Yale Investment Advisors's AGG Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 14% in Q1 2026, buying an estimated $1.27M and bringing the position to 104,623 shares worth $10.4M. The position accounts for 0.24% of the portfolio, ranked #92.

Mount Yale Investment Advisors first reported a position in AGG in Q1 2018 and has held it in 23 quarters since. The position peaked at $12.1M in Q3 2025. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Mount Yale Investment Advisors held 104,623 shares of iShares Core US Aggregate Bond ETF worth $10.4M as of Q1 2026.
  • Mount Yale Investment Advisors bought 12,672 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $1.27M.
  • iShares Core US Aggregate Bond ETF made up 0.24% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #92 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q1 2018 and has held it in 23 quarters since.
  • Mount Yale Investment Advisors's iShares Core US Aggregate Bond ETF position peaked at $12.1M in Q3 2025.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.