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

Hemington 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	-41	Closed	-$2K	–	1819
2024 Q4	$2K	Buy	41 +20	+95%	+$1.24K	﹤0.01%	1350
2024 Q3	$1K	Buy	+21	New	+$1.15K	﹤0.01%	1454

Other funds holding IBTX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Hemington Wealth Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 41 shares — an estimated $2K sold.

Hemington Wealth Management first reported a position in IBTX in Q3 2024 and held it in 2 quarters. The position peaked at $2K in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

Hemington Wealth Management reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
Hemington Wealth Management sold 41 Independent Bank Group, Inc. shares in Q1 2025, an estimated $2K.
Hemington Wealth Management first reported a position in Independent Bank Group, Inc. in Q3 2024 and held it in 2 quarters.
Hemington Wealth Management's Independent Bank Group, Inc. position peaked at $2K in Q4 2024.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Hemington Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.