InceptionR’s International Bancshares IBOC Stock Holding History

InceptionR’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
2026 Q1	$438K	Buy	+6,508	New	+$451K	0.11%	355
2025 Q4	–	Sell	-8,186	Closed	-$563K	–	727
2025 Q3	$563K	Buy	+8,186	New	+$572K	0.14%	276
2025 Q2	–	Sell	-6,092	Closed	-$384K	–	735
2025 Q1	$384K	Buy	+6,092	New	+$394K	0.11%	331
2024 Q1	–	Sell	-3,822	Closed	-$208K	–	643
2023 Q4	$208K	Buy	+3,822	New	+$177K	0.15%	307
2023 Q3	–	Sell	-5,729	Closed	-$253K	–	474
2023 Q2	$253K	Buy	+5,729	New	+$249K	0.14%	311

Other funds holding IBOC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies

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

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

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

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

First Trust Advisors

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