Beirne Wealth Consulting Services’s iShares 1-10 Year U.S. Aggregate Bond ETF AGGM Stock Holding History

Beirne Wealth Consulting Services’s Portfolio AGGM Stock Details AGGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.5M	Sell	14,469 -1,107	-7%	-$115K	0.3%	38
2026 Q1	$1.62M	Buy	15,576 +3,109	+25%	+$326K	0.46%	42
2025 Q4	$1.31M	Sell	12,467 -1,054	-8%	-$111K	0.38%	44
2025 Q3	$1.42M	Buy	13,521 +2	+0%	+$209	0.34%	51
2025 Q2	$1.41M	Buy	13,519 +87	+0.6%	+$8.98K	0.46%	38
2025 Q1	$1.4M	Sell	13,432 -896	-6%	-$92.3K	0.5%	36
2024 Q4	$1.46M	Sell	14,328 -83	-0.6%	-$8.63K	0.53%	36
2024 Q3	$1.54M	Sell	14,411 -147	-1%	-$15.5K	0.54%	33
2024 Q2	$1.5M	Buy	14,558 +1,298	+10%	+$133K	0.6%	35
2024 Q1	$1.37M	Buy	13,260 +135	+1%	+$14K	0.58%	32
2023 Q4	$1.38M	Buy	13,125 +4,071	+45%	+$412K	0.68%	26
2023 Q3	$942K	Hold	9,054	–	–	0.75%	30
2023 Q2	$942K	Buy	9,054 +625	+7%	+$65.5K	0.75%	30
2023 Q1	$892K	Sell	8,429 -347	-4%	-$36.3K	0.63%	33
2022 Q4	$901K	Sell	8,776 -1,770	-17%	-$181K	0.44%	35
2022 Q3	$1.07M	Buy	10,546 +4,811	+84%	+$514K	0.41%	33
2022 Q2	$617K	Buy	+5,735	New	+$624K	0.4%	45

Other funds holding AGGM

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KFG

Kelly Financial Group Wethersfield, Connecticut $450M AUM 16.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

Beirne Wealth Consulting Services reduced its iShares 1-10 Year U.S. Aggregate Bond ETF (AGGM) stake by 7.1% in Q2 2026, selling an estimated $115K and leaving 14,469 shares worth $1.5M. The position accounts for 0.3% of the portfolio, ranked #38.

Beirne Wealth Consulting Services first reported a position in AGGM in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.62M in Q1 2026. 59 funds tracked by Wall St. Rank hold AGGM as of Q2 2026.

Beirne Wealth Consulting Services held 14,469 shares of iShares 1-10 Year U.S. Aggregate Bond ETF worth $1.5M as of Q2 2026.
Beirne Wealth Consulting Services sold 1,107 iShares 1-10 Year U.S. Aggregate Bond ETF shares in Q2 2026, an estimated $115K.
iShares 1-10 Year U.S. Aggregate Bond ETF made up 0.3% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #38 holding.
Beirne Wealth Consulting Services first reported a position in iShares 1-10 Year U.S. Aggregate Bond ETF in Q2 2022 and has held it in 17 quarters since.
Beirne Wealth Consulting Services's iShares 1-10 Year U.S. Aggregate Bond ETF position peaked at $1.62M in Q1 2026.
59 funds tracked by Wall St. Rank held iShares 1-10 Year U.S. Aggregate Bond ETF as of Q2 2026.

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