Intercontinental Wealth Advisors’s International Bancshares IBOC Stock Holding History

Intercontinental Wealth Advisors’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
2023 Q2	$264K	Sell	5,964 -1	-0%	-$43	0.06%	275
2023 Q1	$255K	Buy	5,965 +1	+0%	+$45	0.07%	275
2022 Q4	$273K	Buy	5,964 +2	+0%	+$96	0.08%	240
2022 Q3	$253K	Buy	5,962 +3	+0.1%	+$128	0.08%	240
2022 Q2	$239K	Hold	5,959	–	–	0.06%	257
2022 Q1	$252K	Hold	5,959	–	–	0.06%	259
2021 Q4	$253K	Hold	5,959	–	–	0.05%	264
2021 Q3	$248K	Hold	5,959	–	–	0.06%	256
2021 Q2	$256K	Hold	5,959	–	–	0.05%	254
2021 Q1	$277K	Hold	5,959	–	–	0.06%	224
2020 Q4	$223K	Buy	+5,959	New	+$189K	0.05%	234

Other funds holding IBOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Intercontinental Wealth Advisors's IBOC Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its International Bancshares (IBOC) stake by 0.02% in Q2 2023, selling an estimated $43 and leaving 5,964 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #275.

Intercontinental Wealth Advisors first reported a position in IBOC in Q4 2020 and has held it in 11 quarters since. The position peaked at $277K in Q1 2021. 190 funds tracked by Wall St. Rank hold IBOC as of Q2 2023.

Intercontinental Wealth Advisors held 5,964 shares of International Bancshares worth $264K as of Q2 2023.
Intercontinental Wealth Advisors sold 1 International Bancshares share in Q2 2023, an estimated $43.
International Bancshares made up 0.06% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #275 holding.
Intercontinental Wealth Advisors first reported a position in International Bancshares in Q4 2020 and has held it in 11 quarters since.
Intercontinental Wealth Advisors's International Bancshares position peaked at $277K in Q1 2021.
190 funds tracked by Wall St. Rank held International Bancshares as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.