Texas Capital Bank Wealth Management Services Inc Has $17.46 Million Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG

Texas Capital Bank Wealth Management Services Inc decreased its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 4.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 174,144 shares of the company’s stock after selling 7,619 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for 1.4% of Texas Capital Bank Wealth Management Services Inc’s holdings, making the stock its 10th biggest position. Texas Capital Bank Wealth Management Services Inc’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $17,458,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. WCG Wealth Advisors LLC grew its holdings in iShares Core U.S. Aggregate Bond ETF by 18.8% in the third quarter. WCG Wealth Advisors LLC now owns 68,863 shares of the company’s stock worth $6,904,000 after purchasing an additional 10,905 shares during the last quarter. Nicolet Advisory Services LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 7.5% during the 3rd quarter. Nicolet Advisory Services LLC now owns 13,015 shares of the company’s stock valued at $1,303,000 after purchasing an additional 910 shares during the last quarter. Nicolet Bankshares Inc. lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 14.0% during the 3rd quarter. Nicolet Bankshares Inc. now owns 9,489 shares of the company’s stock valued at $951,000 after purchasing an additional 1,164 shares during the last quarter. Regal Investment Advisors LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 14.9% in the 3rd quarter. Regal Investment Advisors LLC now owns 81,994 shares of the company’s stock worth $8,220,000 after purchasing an additional 10,638 shares in the last quarter. Finally, Sage Financial Group Inc. boosted its position in shares of iShares Core U.S. Aggregate Bond ETF by 2.9% in the 3rd quarter. Sage Financial Group Inc. now owns 8,921 shares of the company’s stock worth $894,000 after purchasing an additional 254 shares in the last quarter. 83.63% of the stock is currently owned by institutional investors and hedge funds.

iShares Core U.S. Aggregate Bond ETF Price Performance

Shares of AGG stock opened at $99.21 on Friday. iShares Core U.S. Aggregate Bond ETF has a 1-year low of $96.15 and a 1-year high of $101.46. The stock’s fifty day moving average price is $100.30 and its 200 day moving average price is $100.27. The company has a market cap of $137.11 billion, a price-to-earnings ratio of 124.57 and a beta of 0.25.

iShares Core U.S. Aggregate Bond ETF Company Profile

IShares are index funds that are bought and sold like common stocks on national securities exchanges as well as certain foreign exchanges. iShares are attractive because of their relatively low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account.