Beirne Wealth Consulting Services, LLC AGG Holdings History
Beirne Wealth Consulting Services, LLC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Beirne Wealth Consulting Services, LLC held 461,574.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $45.66 Mil. This investment constitutes 16.27% of their stock portfolio, and Beirne Wealth Consulting Services, LLC now holds 0.04% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2018Q4. And since then Beirne Wealth Consulting Services, LLC has made 18 purchases of AGG, at an average price of $102.33, for a total of 505,432.00 shares. In addition, there have been 6 sales at an average price of $102.17 for 43,858.00 shares. Based on historical transaction data and AGG's current price of $98.11, Beirne Wealth Consulting Services, LLC's estimated gain on his AGG holdings is $-1.96 Mil, reflecting a -3.78% gain to date.
Beirne Wealth Consulting Services, LLC AGG ($98.11) Holding Chart
Beirne Wealth Consulting Services, LLC AGG ($98.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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