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iShares Lehman Aggregate Bond shares owned by Westerkirk Capital

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Westerkirk Capital from 13F filings

Historical chart of Westerkirk Capital investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Westerkirk Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Westerkirk Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $77M 767k 100.25
2025-06-30 $62M 620k 99.20

More positions owned by Westerkirk Capital

Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Mastercard Incorporated Cl A (MA)
Meta Platforms Cl A (META)
Visa Com Cl A (V)
Alphabet Cap Stk Cl C (GOOG)
Netflix (NFLX)
Alphabet Cap Stk Cl A (GOOGL)
TJX Companies (TJX)
Canadian Pacific Kansas City (CP)

View all positions for Westerkirk Capital

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James Financial
Wells Fargo & Company
BlackRock
Us Bancorp
Envestnet Asset Management
Mercer Global Advisors
Betterment
Sagespring Wealth Partners
Wealth Enhancement Advisory Services
Mastercard Foundation Asset Management Corp
Northern Trust
Ameriprise Financial
Cetera Investment Advisers
Goldman Sachs Group

View all funds holding iShares Lehman Aggregate Bond