Beirne Wealth Consulting Services LLC Has $42.29 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Beirne Wealth Consulting Services LLC boosted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 2.9% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 425,964 shares of the company’s stock after buying an additional 12,201 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up about 12.0% of Beirne Wealth Consulting Services LLC’s portfolio, making the stock its biggest position. Beirne Wealth Consulting Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $42,288,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of the company. Raymond James Financial Inc. increased its stake in iShares Core U.S. Aggregate Bond ETF by 7.0% in the 4th quarter. Raymond James Financial Inc. now owns 84,760,819 shares of the company’s stock valued at $8,465,912,000 after buying an additional 5,514,115 shares during the last quarter. Bank of America Corp DE boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 16.0% during the 4th quarter. Bank of America Corp DE now owns 53,737,402 shares of the company’s stock worth $5,367,292,000 after buying an additional 7,411,242 shares during the last quarter. US Bancorp DE boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 1.2% during the 4th quarter. US Bancorp DE now owns 42,844,111 shares of the company’s stock worth $4,279,296,000 after buying an additional 489,837 shares during the last quarter. Mercer Global Advisors Inc. ADV grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.1% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 36,259,568 shares of the company’s stock valued at $3,621,605,000 after acquiring an additional 3,032,433 shares in the last quarter. Finally, Morgan Stanley grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 4.0% in the 4th quarter. Morgan Stanley now owns 32,483,415 shares of the company’s stock valued at $3,244,444,000 after acquiring an additional 1,245,217 shares in the last quarter. Institutional investors own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

NYSEARCA:AGG opened at $98.08 on Friday. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $97.51 and a 52-week high of $101.46. The company has a market cap of $137.62 billion, a P/E ratio of 124.57 and a beta of 0.25. The stock’s 50-day simple moving average is $98.65 and its 200 day simple moving average is $99.47.

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.