Westerkirk Capital Inc. Has $76.86 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Westerkirk Capital Inc. boosted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 23.8% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor 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 makes up 8.8% of Westerkirk Capital Inc.’s holdings, making the stock its 2nd biggest holding. Westerkirk Capital Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $76,864,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of AGG. Rothschild Investment LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 4.4% in the 3rd quarter. Rothschild Investment LLC now owns 2,441 shares of the company’s stock valued at $245,000 after purchasing an additional 102 shares in the last quarter. Fiera Capital Corp lifted its stake in iShares Core U.S. Aggregate Bond ETF by 1.1% in the 2nd quarter. Fiera Capital Corp now owns 9,815 shares of the company’s stock valued at $974,000 after purchasing an additional 105 shares during the last quarter. Realta Investment Advisors lifted its stake in iShares Core U.S. Aggregate Bond ETF by 0.9% in the 3rd quarter. Realta Investment Advisors now owns 11,327 shares of the company’s stock valued at $1,135,000 after purchasing an additional 105 shares during the last quarter. Pathway Financial Advisors LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 0.8% in the third quarter. Pathway Financial Advisors LLC now owns 14,255 shares of the company’s stock valued at $1,429,000 after buying an additional 109 shares in the last quarter. Finally, Invera Wealth Advisors LLC grew its stake in shares of iShares Core U.S. Aggregate Bond ETF by 0.5% during the third quarter. Invera Wealth Advisors LLC now owns 24,356 shares of the company’s stock worth $2,442,000 after buying an additional 112 shares during the last quarter. Institutional investors and hedge funds own 83.63% of the company’s stock.

iShares Core U.S. Aggregate Bond ETF Stock Performance

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

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.