TFO Wealth Partners’s International Bancshares IBOC Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-4	Closed	-$225	–	386
2024 Q1	$225	Hold	4	–	–	﹤0.01%	465
2023 Q4	$217	Hold	4	–	–	﹤0.01%	616
2023 Q3	$177	Hold	4	–	–	﹤0.01%	860
2023 Q2	$177	Hold	4	–	–	﹤0.01%	542
2023 Q1	$171	Buy	4 +3	+300%	+$136	﹤0.01%	516
2022 Q4	$97	Buy	+1	New	+$48	﹤0.01%	777

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

TFO Wealth Partners's IBOC Position: Q2 2024 in Review

TFO Wealth Partners sold out of International Bancshares (IBOC) in Q2 2024, closing a stake of 4 shares — an estimated $225 sold.

TFO Wealth Partners first reported a position in IBOC in Q4 2022 and held it in 6 quarters. The position peaked at $225 in Q1 2024. 209 funds tracked by Wall St. Rank hold IBOC as of Q2 2024.

TFO Wealth Partners reported no remaining International Bancshares position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 4 International Bancshares shares in Q2 2024, an estimated $225.
TFO Wealth Partners first reported a position in International Bancshares in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's International Bancshares position peaked at $225 in Q1 2024.
209 funds tracked by Wall St. Rank held International Bancshares as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.