Westfuller Advisors LLC Has $3.66 Million Stake in iShares Core U.S. Aggregate Bond ETF $AGG

Westfuller Advisors LLC raised its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 35.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 36,632 shares of the company’s stock after purchasing an additional 9,501 shares during the period. iShares Core U.S. Aggregate Bond ETF makes up approximately 1.5% of Westfuller Advisors LLC’s portfolio, making the stock its 14th biggest holding. Westfuller Advisors LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $3,659,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Cultivar Capital Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 3.3% in the 3rd quarter. Cultivar Capital Inc. now owns 239,111 shares of the company’s stock worth $23,971,000 after purchasing an additional 7,750 shares during the period. Ellenbecker Investment Group raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.5% in the 3rd quarter. Ellenbecker Investment Group now owns 648,841 shares of the company’s stock worth $65,046,000 after purchasing an additional 50,564 shares during the period. CX Institutional raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 205.4% in the 3rd quarter. CX Institutional now owns 157,491 shares of the company’s stock worth $15,788,000 after purchasing an additional 105,924 shares during the period. Fulton Breakefield Broenniman LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.9% in the 3rd quarter. Fulton Breakefield Broenniman LLC now owns 384,827 shares of the company’s stock worth $38,579,000 after purchasing an additional 7,345 shares during the period. Finally, CVA Family Office LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 8.2% in the 3rd quarter. CVA Family Office LLC now owns 113,857 shares of the company’s stock worth $11,414,000 after purchasing an additional 8,593 shares during the period. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.3%

iShares Core U.S. Aggregate Bond ETF stock opened at $99.43 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $96.15 and a 1-year high of $101.46. The firm has a market capitalization of $137.95 billion, a price-to-earnings ratio of 124.57 and a beta of 0.26. The firm has a 50 day simple moving average of $99.95 and a 200 day simple moving average of $100.16.

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.