UBS AM’s Independent Bank Group, Inc. IBTX Stock Holding History

UBS AM’s Portfolio IBTX Stock Details IBTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-71,562	Closed	-$4.34M	–	2731
2024 Q4	$4.34M	Sell	71,562 -17,548	-20%	-$1.06M	﹤0.01%	1677
2024 Q3	$5.14M	Sell	89,110 -12,821	-13%	-$739K	﹤0.01%	1556
2024 Q2	$4.64M	Buy	101,931 +72,300	+244%	+$3.29M	﹤0.01%	1533
2024 Q1	$1.35M	Hold	29,631	–	–	﹤0.01%	1864
2023 Q4	$1.51M	Sell	29,631 -1,979	-6%	-$101K	﹤0.01%	1813
2023 Q3	$1.25M	Hold	31,610	–	–	﹤0.01%	1836
2023 Q2	$1.47M	Hold	31,610	–	–	﹤0.01%	1822
2023 Q1	$1.47M	Buy	31,610 +3,165	+11%	+$147K	﹤0.01%	1822
2022 Q4	$1.71M	Sell	28,445 -1,289	-4%	-$77.4K	﹤0.01%	1598
2022 Q3	$1.83M	Sell	29,734 -9,475	-24%	-$582K	﹤0.01%	1648
2022 Q2	$2.66M	Sell	39,209 -523	-1%	-$35.5K	﹤0.01%	1495
2022 Q1	$2.83M	Buy	39,732 +731	+2%	+$52K	﹤0.01%	1615
2021 Q4	$2.81M	Buy	39,001 +1,485	+4%	+$107K	﹤0.01%	1712
2021 Q3	$2.67M	Buy	37,516 +1,996	+6%	+$142K	﹤0.01%	1704
2021 Q2	$2.63M	Sell	35,520 -4,647	-12%	-$344K	﹤0.01%	1731
2021 Q1	$2.9M	Sell	40,167 -334	-0.8%	-$24.1K	﹤0.01%	1597
2020 Q4	$2.53M	Buy	40,501 +272	+0.7%	+$17K	﹤0.01%	1588
2020 Q3	$1.78M	Buy	40,229 +2,941	+8%	+$130K	﹤0.01%	1599
2020 Q2	$1.51M	Buy	37,288 +3,920	+12%	+$159K	﹤0.01%	1624
2020 Q1	$790K	Sell	33,368 -3,046	-8%	-$72.1K	﹤0.01%	1786
2019 Q4	$2.02M	Sell	36,414 -493	-1%	-$27.3K	﹤0.01%	1603
2019 Q3	$1.94M	Buy	36,907 +4,195	+13%	+$221K	﹤0.01%	1627
2019 Q2	$1.8M	Buy	32,712 +8,557	+35%	+$470K	﹤0.01%	1647
2019 Q1	$1.24M	Buy	24,155 +7,057	+41%	+$362K	﹤0.01%	1735
2018 Q4	$783K	Buy	17,098 +7,727	+82%	+$354K	﹤0.01%	1837
2018 Q3	$621K	Buy	9,371 +3,271	+54%	+$217K	﹤0.01%	1989
2018 Q2	$407K	Buy	6,100 +2,300	+61%	+$154K	﹤0.01%	2184
2018 Q1	$269K	Buy	+3,800	New	+$269K	﹤0.01%	2259