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Texas Capital Bank Wealth Management Services’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Texas Capital Bank Wealth Management Services’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
Q1 		$22M Sell
221,474
-39,328
-15% -$3.93M 1.3% 14
2025
Q4 		$26M Buy
260,802
+86,658
+50% +$8.7M 1.5% 11
2025
Q3 		$17.5M Sell
174,144
-7,619
-4% -$756K 1.44% 10
2025
Q2 		$18M Buy
181,763
+16,581
+10% +$1.62M 1.68% 9
2025
Q1 		$16.3M Buy
165,182
+5,305
+3% +$519K 1.65% 9
2024
Q4 		$15.5M Sell
159,877
-5,025
-3% -$495K 1.58% 8
2024
Q3 		$16.7M Buy
164,902
+35,786
+28% +$3.57M 1.64% 8
2024
Q2 		$12.5M Buy
129,116
+2,087
+2% +$201K 1.3% 12
2024
Q1 		$12.4M Buy
127,029
+26,806
+27% +$2.62M 1.37% 10
2023
Q4 		$9.95M Buy
100,223
+30,438
+44% +$2.9M 1.18% 14
2023
Q3 		$6.56M Sell
69,785
-7,553
-10% -$727K 0.83% 37
2023
Q2 		$7.58M Sell
77,338
-4,047
-5% -$400K 0.81% 41
2023
Q1 		$8.11M Buy
81,385
+5,203
+7% +$514K 0.94% 38
2022
Q4 		$7.39M Buy
76,182
+409
+0.5% +$39.6K 0.9% 37
2022
Q3 		$7.3M Buy
75,773
+21,192
+39% +$2.14M 0.94% 35
2022
Q2 		$5.55M Buy
54,581
+6,074
+13% +$624K 0.64% 46
2022
Q1 		$5.2M Buy
48,507
+2,494
+5% +$274K 0.47% 47
2021
Q4 		$5.25M Buy
46,013
+20
+0% +$2.29K 0.45% 45
2021
Q3 		$5.28M Buy
45,993
+1,081
+2% +$125K 0.54% 44
2021
Q2 		$5.18M Sell
44,912
-2,733
-6% -$313K 0.65% 43
2021
Q1 		$5.42M Buy
47,645
+3,200
+7% +$371K 0.77% 43
2020
Q4 		$5.25M Sell
44,445
-711
-2% -$83.8K 0.77% 37
2020
Q3 		$5.33M Sell
45,156
-1,589
-3% -$188K 0.87% 24
2020
Q2 		$5.53M Sell
46,745
-596
-1% -$69.8K 1.24% 14
2020
Q1 		$5.46M Sell
47,341
-1,680
-3% -$191K 1.56% 13
2019
Q4 		$5.51M Buy
+49,021
New +$5.52M 1.22% 16

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's AGG Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services reduced its iShares Core US Aggregate Bond ETF (AGG) stake by 15% in Q1 2026, selling an estimated $3.93M and leaving 221,474 shares worth $22M. The position accounts for 1.3% of the portfolio, ranked #14.

Texas Capital Bank Wealth Management Services first reported a position in AGG in Q4 2019 and has held it in 26 quarters since. The position peaked at $26M in Q4 2025. 2,071 funds tracked by Wall St. Rank hold AGG as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 221,474 shares of iShares Core US Aggregate Bond ETF worth $22M as of Q1 2026.
  • Texas Capital Bank Wealth Management Services sold 39,328 iShares Core US Aggregate Bond ETF shares in Q1 2026, an estimated $3.93M.
  • iShares Core US Aggregate Bond ETF made up 1.3% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #14 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in iShares Core US Aggregate Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Texas Capital Bank Wealth Management Services's iShares Core US Aggregate Bond ETF position peaked at $26M in Q4 2025.
  • 2,071 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.