Creative Planning’s Independent Bank Group, Inc. IBTX Stock Holding History

Creative Planning’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	-751	Closed	-$45.6K	–	3799
2024 Q4	$45.6K	Buy	+751	New	+$46.5K	﹤0.01%	3263
2020 Q4	–	Sell	-16,442	Closed	-$726K	–	2528
2020 Q3	$726K	Hold	16,442	–	–	﹤0.01%	951
2020 Q2	$666K	Hold	16,442	–	–	﹤0.01%	910
2020 Q1	$389K	Hold	16,442	–	–	﹤0.01%	1068
2019 Q4	$912K	Buy	+16,442	New	+$913K	﹤0.01%	824
2016 Q4	–	Sell	-184	Closed	-$8K	–	5106
2016 Q3	$8K	Buy	+184	New	+$7.91K	﹤0.01%	3693
2014 Q2	–	Sell	-61	Closed	-$4K	–	4181
2014 Q1	$4K	Buy	+61	New	+$3.23K	﹤0.01%	3232

Other funds holding IBTX

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

Creative Planning's IBTX Position: Q1 2025 in Review

Creative Planning sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 751 shares — an estimated $45.6K sold.

Creative Planning first reported a position in IBTX in Q1 2014 and held it in 7 quarters. The position peaked at $912K in Q4 2019. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

Creative Planning reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 751 Independent Bank Group, Inc. shares in Q1 2025, an estimated $45.6K.
Creative Planning first reported a position in Independent Bank Group, Inc. in Q1 2014 and held it in 7 quarters.
Creative Planning's Independent Bank Group, Inc. position peaked at $912K in Q4 2019.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.