Texas Bank & Trust’s IDEX IEX Stock Holding History

Texas Bank & Trust’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,350	Closed	-$237K	–	181
2025 Q2	$237K	Hold	1,350	–	–	0.09%	167
2025 Q1	$244K	Hold	1,350	–	–	0.1%	159
2024 Q4	$283K	Buy	+1,350	New	+$295K	0.12%	150

Other funds holding IEX

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Texas Bank & Trust's IEX Position: Q3 2025 in Review

Texas Bank & Trust sold out of IDEX (IEX) in Q3 2025, closing a stake of 1,350 shares — an estimated $237K sold.

Texas Bank & Trust first reported a position in IEX in Q4 2024 and held it in 3 quarters. The position peaked at $283K in Q4 2024. 634 funds tracked by Wall St. Rank hold IEX as of Q3 2025.

Texas Bank & Trust reported no remaining IDEX position as of Q3 2025 after selling out during the quarter.
Texas Bank & Trust sold 1,350 IDEX shares in Q3 2025, an estimated $237K.
Texas Bank & Trust first reported a position in IDEX in Q4 2024 and held it in 3 quarters.
Texas Bank & Trust's IDEX position peaked at $283K in Q4 2024.
634 funds tracked by Wall St. Rank held IDEX as of Q3 2025.

Based on Texas Bank & Trust's 13F filing for Q3 2025, filed 23 Oct 2025.