Avion Wealth’s International Bancshares IBOC Stock Holding History

Avion Wealth’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
2026 Q1	$1K	Hold	21	–	–	﹤0.01%	1050
2025 Q4	$1K	Hold	21	–	–	﹤0.01%	1046
2025 Q3	$1K	Hold	21	–	–	﹤0.01%	1024
2025 Q2	$1K	Buy	21 +9	+75%	+$562	﹤0.01%	986
2025 Q1	$0	Buy	+12	New	+$776	﹤0.01%	1185
2024 Q4	–	Sell	-12	Closed	–	–	1135
2024 Q3	$0	Hold	12	–	–	﹤0.01%	1163
2024 Q2	$0	Hold	12	–	–	﹤0.01%	1091
2024 Q1	$1K	Hold	12	–	–	﹤0.01%	977
2023 Q4	$1K	Buy	+12	New	+$557	﹤0.01%	828
2023 Q2	–	Sell	-11	Closed	–	–	872
2023 Q1	$0	Buy	+11	New	+$500	﹤0.01%	644

Other funds holding IBOC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

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

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return