Householder Group Estate & Retirement Specialist’s International Bancshares IBOC Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-735	Closed	-$43K	–	834
2024 Q3	$43K	Buy	735 +7	+1%	+$430	0.01%	506
2024 Q2	$41K	Sell	728 -360	-33%	-$20.3K	0.01%	514
2024 Q1	$61.1K	Buy	1,088 +14	+1%	+$743	0.02%	437
2023 Q4	$58K	Hold	1,074	–	–	0.02%	432
2023 Q3	$46.6K	Buy	+1,074	New	+$49.1K	0.02%	458
2023 Q1	$45K	Buy	+1,060	New	+$48.2K	0.02%	462
2022 Q4	–	Sell	-1,045	Closed	-$44K	–	669
2022 Q3	$44K	Buy	+1,045	New	+$44.6K	0.02%	422

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

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

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

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

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

Householder Group Estate & Retirement Specialist's IBOC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of International Bancshares (IBOC) in Q4 2024, closing a stake of 735 shares — an estimated $43K sold.

Householder Group Estate & Retirement Specialist first reported a position in IBOC in Q3 2022 and held it in 7 quarters. The position peaked at $61.1K in Q1 2024. 242 funds tracked by Wall St. Rank hold IBOC as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining International Bancshares position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 735 International Bancshares shares in Q4 2024, an estimated $43K.
Householder Group Estate & Retirement Specialist first reported a position in International Bancshares in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's International Bancshares position peaked at $61.1K in Q1 2024.
242 funds tracked by Wall St. Rank held International Bancshares as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.