iShares Core U.S. Aggregate Bond ETF $AGG is Beirne Wealth Consulting Services LLC’s Largest Position

Beirne Wealth Consulting Services LLC lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 27.7% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 333,656 shares of the company’s stock after selling 127,918 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 10.7% of Beirne Wealth Consulting Services LLC’s investment portfolio, making the stock its largest position. Beirne Wealth Consulting Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $33,100,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in the stock. Oarsman Capital Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 5.1% during the 2nd quarter. Oarsman Capital Inc. now owns 41,816 shares of the company’s stock worth $4,148,000 after purchasing an additional 2,030 shares during the period. Motco boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 377.8% during the 2nd quarter. Motco now owns 688 shares of the company’s stock worth $68,000 after purchasing an additional 544 shares during the period. James Investment Research Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 0.8% during the 2nd quarter. James Investment Research Inc. now owns 51,805 shares of the company’s stock worth $5,139,000 after purchasing an additional 402 shares during the period. Zhang Financial LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 51.2% during the 2nd quarter. Zhang Financial LLC now owns 219,467 shares of the company’s stock worth $21,771,000 after purchasing an additional 74,290 shares during the period. Finally, New York Life Investment Management LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 11.4% during the 2nd quarter. New York Life Investment Management LLC now owns 552,328 shares of the company’s stock worth $54,791,000 after purchasing an additional 56,597 shares during the period. Hedge funds and other institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $101.27 on Wednesday. The stock has a market capitalization of $135.92 billion, a P/E ratio of 124.57 and a beta of 0.25. The company has a 50 day moving average price of $100.23 and a 200 day moving average price of $98.90. iShares Core U.S. Aggregate Bond ETF has a fifty-two week low of $95.74 and a fifty-two week high of $101.35.

iShares Core U.S. Aggregate Bond ETF Company 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.