Westerkirk Capital Inc. Raises Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Westerkirk Capital Inc. lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 23.8% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 766,720 shares of the company’s stock after buying an additional 147,220 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 8.8% of Westerkirk Capital Inc.’s portfolio, making the stock its 2nd largest holding. Westerkirk Capital Inc. owned approximately 0.06% of iShares Core U.S. Aggregate Bond ETF worth $76,864,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Envestnet Asset Management Inc. boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 11.8% during the second quarter. Envestnet Asset Management Inc. now owns 54,218,326 shares of the company’s stock worth $5,378,443,000 after acquiring an additional 5,728,914 shares during the period. Bank of America Corp DE lifted its holdings in iShares Core U.S. Aggregate Bond ETF by 4.6% during the 2nd quarter. Bank of America Corp DE now owns 43,902,750 shares of the company’s stock worth $4,355,153,000 after purchasing an additional 1,915,497 shares during the last quarter. Betterment LLC boosted its stake in iShares Core U.S. Aggregate Bond ETF by 5.4% in the 2nd quarter. Betterment LLC now owns 23,067,850 shares of the company’s stock valued at $2,288,331,000 after purchasing an additional 1,191,388 shares during the period. Wealth Enhancement Advisory Services LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 9.7% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 18,113,855 shares of the company’s stock valued at $1,813,740,000 after buying an additional 1,607,890 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. increased its position in iShares Core U.S. Aggregate Bond ETF by 3.6% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 11,963,480 shares of the company’s stock worth $1,186,777,000 after buying an additional 417,611 shares during the period. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Performance

Shares of iShares Core U.S. Aggregate Bond ETF stock opened at $100.90 on Friday. The firm has a 50-day moving average of $100.16 and a 200-day moving average of $100.14. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $96.15 and a 52-week high of $101.35. The stock has a market cap of $139.44 billion, a PE ratio of 124.57 and a beta of 0.25.

iShares Core U.S. Aggregate Bond ETF Profile

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.