Abound Wealth Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Abound Wealth Management’s Portfolio IBTX Stock Details IBTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4	Closed	-$243	–	1341
2024 Q4	$243	Buy	+4	New	+$248	﹤0.01%	979
2024 Q2	–	Sell	-9	Closed	-$411	–	1338
2024 Q1	$411	Hold	9	–	–	﹤0.01%	975
2023 Q4	$458	Hold	9	–	–	﹤0.01%	953
2023 Q3	$356	Hold	9	–	–	﹤0.01%	938
2023 Q2	$311	Buy	+9	New	+$334	﹤0.01%	1034

Other funds holding IBTX

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Abound Wealth Management's IBTX Position: Q1 2025 in Review

Abound Wealth Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 4 shares — an estimated $243 sold.

Abound Wealth Management first reported a position in IBTX in Q2 2023 and held it in 5 quarters. The position peaked at $458 in Q4 2023. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

Abound Wealth Management reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
Abound Wealth Management sold 4 Independent Bank Group, Inc. shares in Q1 2025, an estimated $243.
Abound Wealth Management first reported a position in Independent Bank Group, Inc. in Q2 2023 and held it in 5 quarters.
Abound Wealth Management's Independent Bank Group, Inc. position peaked at $458 in Q4 2023.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Abound Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.