Pacific Capital Wealth Advisors Inc. Raises Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Pacific Capital Wealth Advisors Inc. lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 43,525 shares of the company’s stock after purchasing an additional 3,464 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 1.1% of Pacific Capital Wealth Advisors Inc.’s portfolio, making the stock its 19th largest holding. Pacific Capital Wealth Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $4,320,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently bought and sold shares of the stock. First Pacific Financial purchased a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $25,000. Cetera Trust Company N.A acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $28,000. Arlington Trust Co LLC acquired a new stake in shares of iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth $33,000. Kozak & Associates Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF during the fourth quarter worth $35,000. Finally, Keener Financial Planning LLC acquired a new position in iShares Core U.S. Aggregate Bond ETF during the fourth quarter valued at $35,000. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

AGG traded down $0.20 during midday trading on Wednesday, hitting $96.26. 4,587,142 shares of the company were exchanged, compared to its average volume of 9,204,211. The company’s 50 day simple moving average is $96.72 and its 200 day simple moving average is $96.83. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $91.58 and a 1-year high of $100.19.

iShares Core U.S. Aggregate Bond ETF Company 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.