Trail Ridge Investment Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History

Trail Ridge Investment Advisors’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	-4,604	Closed	-$279K	–	109
2024 Q4	$279K	Hold	4,604	–	–	0.13%	92
2024 Q3	$267K	Hold	4,604	–	–	0.13%	96
2024 Q2	$210K	Hold	4,604	–	–	0.11%	102
2024 Q1	$210K	Hold	4,604	–	–	0.12%	99
2023 Q4	$234K	Buy	+4,604	New	+$187K	0.14%	97
2023 Q2	–	Sell	-4,604	Closed	-$213K	–	127
2023 Q1	$213K	Hold	4,604	–	–	0.14%	113
2022 Q4	$277K	Hold	4,604	–	–	0.19%	104
2022 Q3	$305K	Hold	4,604	–	–	0.2%	107
2022 Q2	$313K	Hold	4,604	–	–	0.21%	117
2022 Q1	$328K	Hold	4,604	–	–	0.2%	115
2021 Q4	$332K	Buy	+4,604	New	+$333K	0.2%	113

Other funds holding IBTX

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

Trail Ridge Investment Advisors's IBTX Position: Q1 2025 in Review

Trail Ridge Investment Advisors sold out of Independent Bank Group, Inc. (IBTX) in Q1 2025, closing a stake of 4,604 shares — an estimated $279K sold.

Trail Ridge Investment Advisors first reported a position in IBTX in Q4 2021 and held it in 11 quarters. The position peaked at $332K in Q4 2021. 0 funds tracked by Wall St. Rank hold IBTX as of Q1 2025.

Trail Ridge Investment Advisors reported no remaining Independent Bank Group, Inc. position as of Q1 2025 after selling out during the quarter.
Trail Ridge Investment Advisors sold 4,604 Independent Bank Group, Inc. shares in Q1 2025, an estimated $279K.
Trail Ridge Investment Advisors first reported a position in Independent Bank Group, Inc. in Q4 2021 and held it in 11 quarters.
Trail Ridge Investment Advisors's Independent Bank Group, Inc. position peaked at $332K in Q4 2021.
0 funds tracked by Wall St. Rank held Independent Bank Group, Inc. as of Q1 2025.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2025, filed 2 May 2025.