Montecito Bank & Trust AGG Holdings History
Montecito Bank & Trust's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, Montecito Bank & Trust held 138,247.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $13.68 Mil. This investment constitutes 2.42% of their stock portfolio, and Montecito Bank & Trust now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2014Q4. And since then Montecito Bank & Trust has made 5 purchases of AGG, at an average price of $105.89, for a total of 146,453.00 shares. In addition, there have been 2 sales at an average price of $97.76 for 8,206.00 shares. Based on historical transaction data and AGG's current price of $98.11, Montecito Bank & Trust's estimated gain on his AGG holdings is $-1.14 Mil, reflecting a -7.37% gain to date.
Montecito Bank & Trust AGG ($98.11) Holding Chart
Montecito Bank & Trust AGG ($98.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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