TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC AGG Holdings History
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC's iShares Core U.S. Aggregate Bond ETF Holding Summary
As of 2025-03-31, TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC held 165,182.00 shares of iShares Core U.S. Aggregate Bond ETF(AGG), totaling $16.34 Mil. This investment constitutes 1.65% of their stock portfolio, and TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC now holds 0.01% of the outstanding iShares Core U.S. Aggregate Bond ETF(AGG) stock.
The initial trade took place in 2019Q4. And since then TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC has made 13 purchases of AGG, at an average price of $102.35, for a total of 189,116.00 shares. In addition, there have been 8 sales at an average price of $102.86 for 23,934.00 shares. Based on historical transaction data and AGG's current price of $98.11, TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC's estimated gain on his AGG holdings is $-687,422.33, reflecting a -3.55% gain to date.
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC AGG ($98.11) Holding Chart
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 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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