Pacific Capital Wealth Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio AGG Stock Details AGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.12M	Sell	21,399 -40	-0.2%	-$3.96K	0.32%	26
2026 Q1	$2.13M	Sell	21,439 -288	-1%	-$28.8K	0.36%	25
2025 Q4	$2.17M	Buy	21,727 +81	+0.4%	+$8.13K	0.37%	24
2025 Q3	$2.17M	Sell	21,646 -161	-0.7%	-$16K	0.38%	25
2025 Q2	$2.14M	Sell	21,807 -24,919	-53%	-$2.44M	0.39%	26
2025 Q1	$4.62M	Sell	46,726 -5,743	-11%	-$561K	0.8%	20
2024 Q4	$5.08M	Buy	52,469 +2,200	+4%	+$217K	0.85%	20
2024 Q3	$5.09M	Sell	50,269 -1,928	-4%	-$192K	0.86%	19
2024 Q2	$5.07M	Buy	52,197 +10,733	+26%	+$1.04M	0.92%	19
2024 Q1	$4.06M	Sell	41,464 -2,061	-5%	-$202K	0.96%	19
2023 Q4	$4.32M	Buy	43,525 +3,464	+9%	+$330K	1.1%	19
2023 Q3	$3.77M	Sell	40,061 -3,357	-8%	-$323K	1.06%	20
2023 Q2	$4.25M	Sell	43,418 -2,865	-6%	-$283K	1.08%	21
2023 Q1	$4.61M	Sell	46,283 -683	-1%	-$67.5K	1.19%	22
2022 Q4	$4.56M	Sell	46,966 -2,105	-4%	-$204K	1.18%	21
2022 Q3	$4.73M	Sell	49,071 -1,561	-3%	-$158K	1.29%	17
2022 Q2	$5.15M	Sell	50,632 -121	-0.2%	-$12.4K	1.43%	17
2022 Q1	$5.44M	Buy	50,753 +410	+0.8%	+$45.1K	1.55%	18
2021 Q4	$5.74M	Sell	50,343 -2,896	-5%	-$331K	1.65%	18
2021 Q3	$6.11M	Buy	53,239 +10,892	+26%	+$1.26M	1.94%	16
2021 Q2	$4.88M	Buy	42,347 +8,554	+25%	+$980K	2.46%	13
2021 Q1	$3.85M	Sell	33,793 -6,122	-15%	-$709K	2.14%	16
2020 Q4	$4.72M	Sell	39,915 -1,434	-3%	-$169K	2.68%	13
2020 Q3	$4.88M	Sell	41,349 -2,096	-5%	-$249K	2.9%	11
2020 Q2	$5.14M	Buy	43,445 +1,784	+4%	+$209K	3.48%	9
2020 Q1	$4.81M	Sell	41,661 -43,443	-51%	-$4.95M	3.63%	8
2019 Q4	$9.56M	Buy	+85,104	New	+$9.59M	6.38%	1

Other funds holding AGG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

Pacific Capital Wealth Advisors's AGG Position: Q2 2026 in Review

Pacific Capital Wealth Advisors reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 0.19% in Q2 2026, selling an estimated $3.96K and leaving 21,399 shares worth $2.12M. The position accounts for 0.32% of the portfolio, ranked #26.

Pacific Capital Wealth Advisors first reported a position in AGG in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.56M in Q4 2019. 449 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

Pacific Capital Wealth Advisors held 21,399 shares of iShares Core US Aggregate Bond ETF worth $2.12M as of Q2 2026.
Pacific Capital Wealth Advisors sold 40 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $3.96K.
iShares Core US Aggregate Bond ETF made up 0.32% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Pacific Capital Wealth Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 27 quarters since.
Pacific Capital Wealth Advisors's iShares Core US Aggregate Bond ETF position peaked at $9.56M in Q4 2019.
449 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.