Number of Shares
181,580.00
Current Holdings Value*
$10.27 Mil
% of Portfolio
0.94%
Total Estimate Gain
$349,264.06
% of Total Estimate Gain
3.23%

MOODY NATIONAL BANK TRUST DIVISION's iShares Core U.S. REIT ETF Holding Summary

As of 2025-06-30, MOODY NATIONAL BANK TRUST DIVISION held 181,580.00 shares of iShares Core U.S. REIT ETF(USRT), totaling $10.27 Mil. This investment constitutes 0.94% of their stock portfolio, and MOODY NATIONAL BANK TRUST DIVISION now holds 0.35% of the outstanding iShares Core U.S. REIT ETF(USRT) stock.

The initial trade took place in 2022Q3. And since then MOODY NATIONAL BANK TRUST DIVISION has made 6 purchases of USRT, at an average price of $55.64, for a total of 194,054.00 shares. In addition, there have been 4 sales at an average price of $49.83 for 12,474.00 shares. Based on historical transaction data and USRT's current price of $57.96, MOODY NATIONAL BANK TRUST DIVISION's estimated gain on his USRT holdings is $349,264.06, reflecting a 3.23% gain to date.

MOODY NATIONAL BANK TRUST DIVISION USRT ($57.96) Holding Chart

MOODY NATIONAL BANK TRUST DIVISION USRT ($57.96) 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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