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Rafferty Asset Management, LLC: IBOC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rafferty Asset Management, LLC on IBOC, newest first. How the timeline and the estimate are built.

Rafferty Asset Management, LLC held 28,293 IBOC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,293 shares
    Change vs previous 13F -4,656 shares

    <0.01% of the 13F portfolio, value $2,148,853.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,949 shares
    Change vs previous 13F +1,329 shares

    0.01% of the 13F portfolio, value $2,217,138.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 31,620 shares
    Change vs previous 13F -6,305 shares

    0.01% of the 13F portfolio, value $2,100,833.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 37,925 shares
    Change vs previous 13F -5,362 shares

    0.01% of the 13F portfolio, value $2,607,344.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 43,287 shares
    Change vs previous 13F +3,579 shares

    0.01% of the 13F portfolio, value $2,881,183.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 39,708 shares
    Change vs previous 13F +1,658 shares

    0.01% of the 13F portfolio, value $2,503,986.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 38,050 shares
    Change vs previous 13F -12,307 shares

    0.01% of the 13F portfolio, value $2,403,238.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 50,357 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,010,845.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).