ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 91,951 Value ($000) $9,184 Avg Close Range
Q3 2025
Shares 120,762 Value ($000) $12,106 Avg Close Range
Q2 2025
Shares 4,743 Value ($000) $471 Avg Close Range
Q1 2025
Shares 7,042 Value ($000) $697 Avg Close Range
Q4 2024
Shares 8,246 Value ($000) $799 Avg Close Range
Q3 2024
Shares 8,124 Value ($000) $823 Avg Close Range
Q2 2024
Shares 4,743 Value ($000) $460 Avg Close Range
Q1 2024
Shares 4,859 Value ($000) $476 Avg Close Range
Q4 2023
Shares 9,096 Value ($000) $903 Avg Close Range
Q3 2023
Shares 8,980 Value ($000) $844 Avg Close Range
Q2 2023
Shares 9,001 Value ($000) $882 Avg Close Range
Q1 2023
Shares 9,001 Value ($000) $897 Avg Close Range
Q4 2022
Shares 16,670 Value ($000) $1,617 Avg Close Range
Q3 2022
Shares 9,096 Value ($000) $876 Avg Close Range
Q2 2022
Shares 7,921 Value ($000) $805 Avg Close Range
Q1 2022
Shares 7,054 Value ($000) $755 Avg Close Range
Q3 2021
Shares 4,272 Value ($000) $491 Avg Close Range
Q2 2021
Shares 4,269 Value ($000) $492 Avg Close Range
Q1 2021
Shares 4,266 Value ($000) $486 Avg Close Range
Q4 2020
Shares 5,296 Value ($000) $626 Avg Close Range
Q2 2018
Shares 23 Value ($000) $2 Avg Close Range
Q1 2018
Shares 23 Value ($000) $2 Avg Close Range