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

Pacific Capital Wealth Advisors Inc. grew its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.4% during the 4th quarter, HoldingsChannel reports. The fund owned 52,469 shares of the company’s stock after acquiring an additional 2,200 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 0.8% of Pacific Capital Wealth Advisors Inc.’s investment portfolio, making the stock its 20th biggest position. Pacific Capital Wealth Advisors Inc.’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $5,084,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in AGG. Joseph P. Lucia & Associates LLC lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 15.4% in the 4th quarter. Joseph P. Lucia & Associates LLC now owns 39,443 shares of the company’s stock valued at $3,822,000 after acquiring an additional 5,254 shares during the last quarter. FSC Wealth Advisors LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the 4th quarter worth approximately $383,000. Cascade Investment Advisors Inc. bought a new stake in iShares Core U.S. Aggregate Bond ETF in the fourth quarter valued at approximately $242,000. Northwest Financial Advisors boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 218.3% during the fourth quarter. Northwest Financial Advisors now owns 5,869 shares of the company’s stock valued at $569,000 after purchasing an additional 4,025 shares during the period. Finally, Epiq Partners LLC boosted its stake in shares of iShares Core U.S. Aggregate Bond ETF by 16.4% during the fourth quarter. Epiq Partners LLC now owns 75,000 shares of the company’s stock valued at $7,268,000 after purchasing an additional 10,581 shares during the period. 83.63% of the stock is currently owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Stock Up 0.6 %

Shares of NYSEARCA AGG opened at $97.55 on Tuesday. The firm’s fifty day moving average is $97.50 and its 200 day moving average is $98.90. iShares Core U.S. Aggregate Bond ETF has a 52 week low of $94.85 and a 52 week high of $102.04.

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.