9258 Wealth Management’s International Bancshares IBOC Stock Holding History

9258 Wealth Management’s Portfolio IBOC Stock Details IBOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-44,661	Closed	-$1.94M	–	324
2023 Q3	$1.94M	Hold	44,661	–	–	0.38%	60
2023 Q2	$1.97M	Hold	44,661	–	–	0.37%	59
2023 Q1	$1.91M	Hold	44,661	–	–	0.39%	58
2022 Q4	$2.04M	Hold	44,661	–	–	0.44%	54
2022 Q3	$1.9M	Buy	+44,661	New	+$1.9M	0.49%	49

Other funds holding IBOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

9258 Wealth Management's IBOC Position: Q4 2023 in Review

9258 Wealth Management sold out of International Bancshares (IBOC) in Q4 2023, closing a stake of 44,661 shares — an estimated $1.94M sold.

9258 Wealth Management first reported a position in IBOC in Q3 2022 and held it in 5 quarters. The position peaked at $2.04M in Q4 2022. 200 funds tracked by Wall St. Rank hold IBOC as of Q4 2023.

9258 Wealth Management reported no remaining International Bancshares position as of Q4 2023 after selling out during the quarter.
9258 Wealth Management sold 44,661 International Bancshares shares in Q4 2023, an estimated $1.94M.
9258 Wealth Management first reported a position in International Bancshares in Q3 2022 and held it in 5 quarters.
9258 Wealth Management's International Bancshares position peaked at $2.04M in Q4 2022.
200 funds tracked by Wall St. Rank held International Bancshares as of Q4 2023.

Based on 9258 Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.