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

Northwestern Mutual 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	-57	Closed	-$3.46K	–	4023
2024 Q4	$3.46K	Buy	+57	New	+$3.53K	﹤0.01%	3051
2022 Q4	–	Sell	-7,944	Closed	-$488K	–	3552
2022 Q3	$488K	Hold	7,944	–	–	﹤0.01%	1048
2022 Q2	$539K	Hold	7,944	–	–	﹤0.01%	1016
2022 Q1	$565K	Hold	7,944	–	–	﹤0.01%	1028
2021 Q4	$573K	Hold	7,944	–	–	﹤0.01%	1022
2021 Q3	$564K	Sell	7,944 -300	-4%	-$20.9K	﹤0.01%	941
2021 Q2	$610K	Buy	8,244 +300	+4%	+$22.7K	﹤0.01%	912
2021 Q1	$574K	Hold	7,944	–	–	﹤0.01%	872
2020 Q4	$497K	Hold	7,944	–	–	﹤0.01%	834
2020 Q3	$351K	Hold	7,944	–	–	﹤0.01%	851
2020 Q2	$322K	Hold	7,944	–	–	﹤0.01%	823
2020 Q1	$188K	Hold	7,944	–	–	﹤0.01%	903
2019 Q4	$440K	Hold	7,944	–	–	﹤0.01%	714
2019 Q3	$418K	Hold	7,944	–	–	﹤0.01%	675
2019 Q2	$437K	Hold	7,944	–	–	﹤0.01%	669
2019 Q1	$407K	Hold	7,944	–	–	﹤0.01%	673
2018 Q4	$364K	Hold	7,944	–	–	﹤0.01%	644
2018 Q3	$527K	Hold	7,944	–	–	﹤0.01%	556
2018 Q2	$531K	Hold	7,944	–	–	﹤0.01%	526
2018 Q1	$562K	Hold	7,944	–	–	﹤0.01%	496
2017 Q4	$537K	Buy	+7,944	New	+$514K	﹤0.01%	502

Other funds holding IBTX

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

Northwestern Mutual Wealth Management's IBTX Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 57 shares — an estimated $3.46K sold.

Northwestern Mutual Wealth Management first reported a position in IBTX in Q4 2017 and held it in 21 quarters. The position peaked at $610K in Q2 2021. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

Northwestern Mutual Wealth Management reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 57 Independent Bank Group, Inc. shares in Q1 2025, an estimated $3.46K.
Northwestern Mutual Wealth Management first reported a position in Independent Bank Group, Inc. in Q4 2017 and held it in 21 quarters.
Northwestern Mutual Wealth Management's Independent Bank Group, Inc. position peaked at $610K in Q2 2021.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.