True Wealth Design’s International Bancshares IBOC Stock Holding History

True Wealth Design’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
2026 Q3	$4.38K	Sell	64 -46	-42%	-$3.36K	﹤0.01%	1392
2026 Q2	$8.36K	Buy	110 +79	+255%	+$5.74K	﹤0.01%	1126
2026 Q1	$2.09K	Hold	31	–	–	﹤0.01%	1526
2025 Q4	$2.06K	Sell	31 -1	-3%	-$68	﹤0.01%	1441
2025 Q3	$2.2K	Hold	32	–	–	﹤0.01%	1418
2025 Q2	$2.13K	Hold	32	–	–	﹤0.01%	1158
2025 Q1	$2.02K	Buy	+32	New	+$2.07K	﹤0.01%	1006

Other funds holding IBOC

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Cresta Advisors Laredo, Texas $229M AUM 12.84% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

True Wealth Design's IBOC Position: Q3 2026 in Review

True Wealth Design reduced its International Bancshares (IBOC) stake by 42% in Q3 2026, selling an estimated $3.36K and leaving 64 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

True Wealth Design first reported a position in IBOC in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.36K in Q2 2026. 29 funds tracked by Wall St. Rank hold IBOC as of Q3 2026.

True Wealth Design held 64 shares of International Bancshares worth $4.38K as of Q3 2026.
True Wealth Design sold 46 International Bancshares shares in Q3 2026, an estimated $3.36K.
International Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1392 holding.
True Wealth Design first reported a position in International Bancshares in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's International Bancshares position peaked at $8.36K in Q2 2026.
29 funds tracked by Wall St. Rank held International Bancshares as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.