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Beirne Wealth Consulting Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Beirne Wealth Consulting Services’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
Q2 		$29.8M Sell
300,743
-125,221
-29% -$12.4M 5.92% 5
2026
Q1 		$42.3M Buy
425,964
+12,201
+3% +$1.22M 11.96% 1
2025
Q4 		$41.3M Buy
413,763
+72,651
+21% +$7.29M 11.97% 1
2025
Q3 		$34.2M Buy
341,112
+7,456
+2% +$740K 8.21% 1
2025
Q2 		$33.1M Sell
333,656
-127,918
-28% -$12.5M 10.73% 1
2025
Q1 		$45.7M Buy
461,574
+4,842
+1% +$473K 16.27% 1
2024
Q4 		$44.3M Buy
456,732
+2,933
+0.6% +$289K 15.96% 1
2024
Q3 		$46M Buy
453,799
+164,680
+57% +$16.4M 16.14% 1
2024
Q2 		$28.1M Buy
289,119
+14,282
+5% +$1.38M 11.32% 1
2024
Q1 		$26.9M Buy
274,837
+87,666
+47% +$8.58M 11.41% 1
2023
Q4 		$18.6M Buy
187,171
+75,969
+68% +$7.23M 9.2% 1
2023
Q3 		$10.9M Hold
111,202
– – 8.68% 3
2023
Q2 		$10.9M Sell
111,202
-3,987
-3% -$394K 8.68% 3
2023
Q1 		$11.5M Buy
115,189
+1,314
+1% +$130K 8.06% 4
2022
Q4 		$11M Sell
113,875
-13,807
-11% -$1.34M 5.43% 6
2022
Q3 		$12.3M Buy
127,682
+729
+0.6% +$73.7K 4.68% 6
2022
Q2 		$12.9M Sell
126,953
-17,875
-12% -$1.84M 8.43% 4
2022
Q1 		$15.5M Buy
144,828
+2,842
+2% +$313K 8.65% 3
2021
Q4 		$16.2M Buy
141,986
+13,753
+11% +$1.57M 8.86% 3
2021
Q3 		$14.7M Sell
128,233
-1,135
-0.9% -$132K 8.38% 3
2021
Q2 		$14.9M Buy
129,368
+7,001
+6% +$802K 8.19% 3
2021
Q1 		$13.9M Buy
122,367
+2,566
+2% +$297K 8.18% 3
2020
Q4 		$14.2M Sell
119,801
-4,450
-4% -$524K 7% 3
2020
Q3 		$14.7M Buy
124,251
+1,715
+1% +$203K 8.56% 2
2020
Q2 		$14.5M Buy
122,536
+18,285
+18% +$2.14M 11.8% 2
2020
Q1 		$12M Buy
104,251
+11,795
+13% +$1.34M 13.01% 1
2019
Q4 		$10.4M Buy
92,456
+40,079
+77% +$4.52M 9.15% 1
2019
Q3 		$5.93M Buy
52,377
+20,402
+64% +$2.29M 4.93% 1
2019
Q2 		$3.56M Buy
31,975
+22,609
+241% +$2.47M 3.19% 4
2019
Q1 		$1.02M Sell
9,366
-2,604
-22% -$279K 0.8% 31
2018
Q4 		$1.27M Buy
+11,970
New +$1.26M 1.08% 21

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beirne Wealth Consulting Services's AGG Position: Q2 2026 in Review

Beirne Wealth Consulting Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 29% in Q2 2026, selling an estimated $12.4M and leaving 300,743 shares worth $29.8M. The position accounts for 5.92% of the portfolio, ranked #5.

Beirne Wealth Consulting Services first reported a position in AGG in Q4 2018 and has held it in 31 quarters since. The position peaked at $46M in Q3 2024. 2,084 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Beirne Wealth Consulting Services held 300,743 shares of iShares Core US Aggregate Bond ETF worth $29.8M as of Q2 2026.
  • Beirne Wealth Consulting Services sold 125,221 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $12.4M.
  • iShares Core US Aggregate Bond ETF made up 5.92% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #5 holding.
  • Beirne Wealth Consulting Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Beirne Wealth Consulting Services's iShares Core US Aggregate Bond ETF position peaked at $46M in Q3 2024.
  • 2,084 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.