Pacific Capital Wealth Advisors Inc. Grows Stock Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Pacific Capital Wealth Advisors Inc. raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 8.6% in the 4th quarter, HoldingsChannel.com reports. The fund owned 43,525 shares of the company’s stock after purchasing an additional 3,464 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for approximately 1.1% of Pacific Capital Wealth Advisors Inc.’s investment 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 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Bailard Inc. acquired a new position in iShares Core U.S. Aggregate Bond ETF in the 3rd quarter valued at about $362,000. Brown Advisory Inc. raised its position in shares of iShares Core U.S. Aggregate Bond ETF by 10.4% in the third quarter. Brown Advisory Inc. now owns 131,758 shares of the company’s stock valued at $12,390,000 after buying an additional 12,375 shares during the last quarter. Mackenzie Financial Corp lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 2.0% during the third quarter. Mackenzie Financial Corp now owns 1,543,200 shares of the company’s stock valued at $142,592,000 after buying an additional 30,500 shares during the period. Pinnacle Wealth Management Advisory Group LLC boosted its position in iShares Core U.S. Aggregate Bond ETF by 56.3% during the third quarter. Pinnacle Wealth Management Advisory Group LLC now owns 8,269 shares of the company’s stock worth $778,000 after acquiring an additional 2,980 shares during the last quarter. Finally, FORVIS Wealth Advisors LLC grew its stake in iShares Core U.S. Aggregate Bond ETF by 34.5% in the 3rd quarter. FORVIS Wealth Advisors LLC now owns 945,662 shares of the company’s stock worth $88,930,000 after acquiring an additional 242,347 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 Down 0.2 %

Shares of iShares Core U.S. Aggregate Bond ETF stock traded down $0.20 during trading hours on Wednesday, reaching $96.26. 4,587,142 shares of the company’s stock were exchanged, compared to its average volume of 9,204,211. iShares Core U.S. Aggregate Bond ETF has a 52-week low of $91.58 and a 52-week high of $100.19. The company has a fifty day moving average of $96.72 and a 200-day moving average of $96.83.

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.