TCBWMS
Texas Capital Bank Wealth Management Services’s SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Buy |
66,777
+826
| +1% | +$27.7K | 0.21% | 62 |
|
|
2025
Q1 | $2.19M | Buy |
65,951
+3,031
| +5% | +$101K | 0.22% | 59 |
|
|
2024
Q4 | $2.06M | Sell |
62,920
-327
| -0.5% | -$10.7K | 0.21% | 52 |
|
|
2024
Q3 | $2.13M | Buy |
63,247
+1,271
| +2% | +$42.8K | 0.21% | 49 |
|
|
2024
Q2 | $2.02M | Buy |
61,976
+6,624
| +12% | +$216K | 0.21% | 52 |
|
|
2024
Q1 | $1.81M | Buy |
55,352
+12,088
| +28% | +$395K | 0.2% | 55 |
|
|
2023
Q4 | $1.42M | Buy |
43,264
+3,580
| +9% | +$118K | 0.17% | 60 |
|
|
2023
Q3 | $1.25M | Buy |
39,684
+6,257
| +19% | +$197K | 0.16% | 66 |
|
|
2023
Q2 | $1.07M | Buy |
33,427
+5,021
| +18% | +$161K | 0.12% | 78 |
|
|
2023
Q1 | $923K | Sell |
28,406
-7,276
| -20% | -$236K | 0.11% | 88 |
|
|
2022
Q4 | $1.14M | Buy |
35,682
+10,527
| +42% | +$335K | 0.14% | 72 |
|
|
2022
Q3 | $788K | Buy |
25,155
+5,884
| +31% | +$184K | 0.1% | 85 |
|
|
2022
Q2 | $629K | Buy |
19,271
+1,794
| +10% | +$58.6K | 0.07% | 88 |
|
|
2022
Q1 | $597K | Buy |
17,477
+278
| +2% | +$9.5K | 0.05% | 93 |
|
|
2021
Q4 | $622K | Sell |
17,199
-78
| -0.5% | -$2.82K | 0.05% | 98 |
|
|
2021
Q3 | $631K | Buy |
17,277
+79
| +0.5% | +$2.89K | 0.06% | 89 |
|
|
2021
Q2 | $631K | Buy |
17,198
+196
| +1% | +$7.19K | 0.08% | 87 |
|
|
2021
Q1 | $616K | Buy |
17,002
+1,017
| +6% | +$36.8K | 0.09% | 84 |
|
|
2020
Q4 | $594K | Buy |
15,985
+266
| +2% | +$9.89K | 0.09% | 83 |
|
|
2020
Q3 | $578K | Sell |
15,719
-12,243
| -44% | -$450K | 0.09% | 97 |
|
|
2020
Q2 | $1.02M | Buy |
27,962
+157
| +0.6% | +$5.73K | 0.23% | 58 |
|
|
2020
Q1 | $946K | Sell |
27,805
-9,380
| -25% | -$319K | 0.27% | 59 |
|
|
2019
Q4 | $1.31M | Buy |
+37,185
| New | +$1.31M | 0.29% | 62 |
|