ISHARES TR

Ticker: AGG CUSIP: 464287226 Class: CORE US AGGBD ET

PACIFIC CAPITAL WEALTH ADVISORS, INC's Holding History (CIK: 0001803523)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 21,727 Value ($000) $2,170 Avg Close — Range —
Q3 2025
Shares 21,646 Value ($000) $2,170 Avg Close — Range —
Q2 2025
Shares 21,807 Value ($000) $2,140 Avg Close — Range —
Q1 2025
Shares 46,726 Value ($000) $4,622 Avg Close — Range —
Q4 2024
Shares 52,469 Value ($000) $5,084 Avg Close — Range —
Q3 2024
Shares 50,269 Value ($000) $5,091 Avg Close — Range —
Q2 2024
Shares 52,197 Value ($000) $5,067 Avg Close — Range —
Q1 2024
Shares 41,464 Value ($000) $4,061 Avg Close — Range —
Q4 2023
Shares 43,525 Value ($000) $4,320 Avg Close — Range —
Q3 2023
Shares 40,061 Value ($000) $3,767 Avg Close — Range —
Q2 2023
Shares 43,418 Value ($000) $4,253 Avg Close — Range —
Q1 2023
Shares 46,283 Value ($000) $4,612 Avg Close — Range —
Q4 2022
Shares 46,966 Value ($000) $4,555 Avg Close — Range —
Q3 2022
Shares 49,071 Value ($000) $4,728 Avg Close — Range —
Q2 2022
Shares 50,632 Value ($000) $5,148 Avg Close — Range —
Q1 2022
Shares 50,753 Value ($000) $5,436 Avg Close — Range —
Q4 2021
Shares 50,343 Value ($000) $5,743 Avg Close — Range —
Q3 2021
Shares 53,239 Value ($000) $6,113 Avg Close — Range —
Q2 2021
Shares 42,347 Value ($000) $4,884 Avg Close — Range —
Q1 2021
Shares 33,793 Value ($000) $3,847 Avg Close — Range —
Q4 2020
Shares 39,915 Value ($000) $4,718 Avg Close — Range —
Q3 2020
Shares 41,349 Value ($000) $4,882 Avg Close — Range —
Q2 2020
Shares 43,445 Value ($000) $5,136 Avg Close — Range —
Q1 2020
Shares 41,661 Value ($000) $4,806 Avg Close — Range —
Q4 2019
Shares 85,104 Value ($000) $9,563 Avg Close — Range —