UR
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USCA RIA’s International Bancshares IBOC Stock Holding History

USCA RIA’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
2021
Q2 		$450K Hold
10,481
– – 0.03% 411
2021
Q1 		$487K Sell
10,481
-32
-0.3% -$1.41K 0.03% 384
2020
Q4 		$394K Sell
10,513
-57
-0.5% -$1.81K 0.03% 364
2020
Q3 		$275K Hold
10,570
– – 0.02% 380
2020
Q2 		$338K Buy
10,570
+52
+0.5% +$1.5K 0.03% 339
2020
Q1 		$283K Buy
10,518
+500
+5% +$17.9K 0.03% 332
2019
Q4 		$431K Buy
10,018
+28
+0.3% +$1.16K 0.04% 350
2019
Q3 		$386K Hold
9,990
– – 0.04% 337
2019
Q2 		$377K Buy
9,990
+25
+0.3% +$981 0.04% 335
2019
Q1 		$379K Hold
9,965
– – 0.04% 315
2018
Q4 		$343K Buy
9,965
+20
+0.2% +$770 0.05% 314
2018
Q3 		$448K Hold
9,945
– – 0.05% 327
2018
Q2 		$426K Sell
9,945
-10
-0.1% -$420 0.05% 319
2018
Q1 		$387K Sell
9,955
-25
-0.3% -$1.01K 0.04% 329
2017
Q4 		$396K Sell
9,980
-49
-0.5% -$1.98K 0.04% 326
2017
Q3 		$352K Hold
10,029
– – 0.05% 333
2017
Q2 		$352K Buy
10,029
+18
+0.2% +$634 0.05% 336
2017
Q1 		$354K Sell
10,011
-50
-0.5% -$1.88K 0.05% 319
2016
Q4 		$410K Buy
10,061
+283
+3% +$10.1K 0.06% 278
2016
Q3 		$291K Hold
9,778
– – 0.05% 317
2016
Q2 		$255K Buy
9,778
+22
+0.2% +$577 0.04% 318
2016
Q1 		$241K Hold
9,756
– – 0.04% 301
2015
Q4 		$251K Buy
9,756
+20
+0.2% +$549 0.05% 306
2015
Q3 		$244K Buy
+9,736
New +$255K 0.06% 295

Other funds holding IBOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

USCA RIA's IBOC Position: Q2 2021 in Review

USCA RIA held its International Bancshares (IBOC) position steady in Q2 2021 at 10,481 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #411.

USCA RIA first reported a position in IBOC in Q3 2015 and has held it in 24 quarters since. The position peaked at $487K in Q1 2021. 184 funds tracked by Wall St. Rank hold IBOC as of Q2 2021.

  • USCA RIA held 10,481 shares of International Bancshares worth $450K as of Q2 2021.
  • USCA RIA left its International Bancshares share count unchanged in Q2 2021.
  • International Bancshares made up 0.03% of USCA RIA's portfolio in Q2 2021, its #411 holding.
  • USCA RIA first reported a position in International Bancshares in Q3 2015 and has held it in 24 quarters since.
  • USCA RIA's International Bancshares position peaked at $487K in Q1 2021.
  • 184 funds tracked by Wall St. Rank held International Bancshares as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.