Beacon Pointe Advisors’s International Bancshares IBOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$995K	Buy	+14,787	New	+$1.02M	0.01%	997
2025 Q3	–	Sell	-14,777	Closed	-$984K	–	1452
2025 Q2	$984K	Hold	14,777	–	–	0.01%	681
2025 Q1	$932K	Hold	14,777	–	–	0.01%	660
2024 Q4	$933K	Sell	14,777 -2,784	-16%	-$185K	0.01%	654
2024 Q3	$1.05M	Hold	17,561	–	–	0.01%	622
2024 Q2	$1M	Hold	17,561	–	–	0.01%	640
2024 Q1	$986K	Hold	17,561	–	–	0.01%	691
2023 Q4	$954K	Hold	17,561	–	–	0.01%	673
2023 Q3	$761K	Sell	17,561 -2,224	-11%	-$102K	0.01%	716
2023 Q2	$874K	Hold	19,785	–	–	0.01%	558
2023 Q1	$847K	Sell	19,785 -14	-0.1%	-$636	0.01%	587
2022 Q4	$906K	Buy	+19,799	New	+$953K	0.02%	528