Beirne Wealth Consulting Services LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 0.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 456,732 shares of the company’s stock after purchasing an additional 2,933 shares during the period. iShares Core U.S. Aggregate Bond ETF comprises 16.0% of Beirne Wealth Consulting Services LLC’s portfolio, making the stock its largest position. Beirne Wealth Consulting Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $44,259,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also made changes to their positions in the company. Kozak & Associates Inc. acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at about $26,000. Newbridge Financial Services Group Inc. bought a new position in iShares Core U.S. Aggregate Bond ETF during the 4th quarter worth approximately $33,000. Bank of Jackson Hole Trust acquired a new position in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $35,000. Stonebridge Financial Group LLC bought a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the 4th quarter valued at approximately $43,000. Finally, Bank of New Hampshire boosted its holdings in iShares Core U.S. Aggregate Bond ETF by 71.7% in the fourth quarter. Bank of New Hampshire now owns 455 shares of the company’s stock worth $44,000 after purchasing an additional 190 shares during the period. 83.63% of the stock is currently owned by hedge funds and other institutional investors.
iShares Core U.S. Aggregate Bond ETF Trading Down 0.4 %
AGG stock opened at $97.31 on Wednesday. The firm has a fifty day moving average price of $97.11 and a two-hundred day moving average price of $98.78. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $94.85 and a 1-year high of $102.04.
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.
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