Glassman Wealth Services’s International Bancshares IBOC Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-122	Closed	-$6.63K	–	945
2023 Q4	$6.63K	Hold	122	–	–	﹤0.01%	996
2023 Q3	$5.29K	Hold	122	–	–	﹤0.01%	1054
2023 Q2	$5.39K	Hold	122	–	–	﹤0.01%	978
2023 Q1	$5.22K	Hold	122	–	–	﹤0.01%	986
2022 Q4	$5.58K	Hold	122	–	–	﹤0.01%	992
2022 Q3	$5K	Hold	122	–	–	﹤0.01%	991
2022 Q2	$5K	Sell	122 -24	-16%	-$979	﹤0.01%	1000
2022 Q1	$6K	Hold	146	–	–	﹤0.01%	964
2021 Q4	$6K	Buy	146 +24	+20%	+$1.03K	﹤0.01%	931
2021 Q3	$5K	Hold	122	–	–	﹤0.01%	961
2021 Q2	$5K	Hold	122	–	–	﹤0.01%	917
2021 Q1	$6K	Hold	122	–	–	﹤0.01%	819
2020 Q4	$5K	Hold	122	–	–	﹤0.01%	862
2020 Q3	$3K	Buy	122 +39	+47%	+$1.19K	﹤0.01%	901
2020 Q2	$3K	Buy	+83	New	+$2.39K	﹤0.01%	752
2019 Q3	–	Sell	-1	Closed	–	–	1192
2019 Q2	$0	Buy	+1	New	+$39	﹤0.01%	1205

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

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

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

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

BTW

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

NRCM

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

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

Glassman Wealth Services's IBOC Position: Q1 2024 in Review

Glassman Wealth Services sold out of International Bancshares (IBOC) in Q1 2024, closing a stake of 122 shares — an estimated $6.63K sold.

Glassman Wealth Services first reported a position in IBOC in Q2 2019 and held it in 16 quarters. The position peaked at $6.63K in Q4 2023. 198 funds tracked by Wall St. Rank hold IBOC as of Q1 2024.

Glassman Wealth Services reported no remaining International Bancshares position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 122 International Bancshares shares in Q1 2024, an estimated $6.63K.
Glassman Wealth Services first reported a position in International Bancshares in Q2 2019 and held it in 16 quarters.
Glassman Wealth Services's International Bancshares position peaked at $6.63K in Q4 2023.
198 funds tracked by Wall St. Rank held International Bancshares as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.