AWM
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Abound Wealth Management’s Interactive Brokers IBKR Stock Holding History

Abound Wealth Management’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.59K Sell
110
-49
-31% -$4.08K ﹤0.01% 474
2026
Q1 		$10.7K Buy
159
+47
+42% +$3.35K ﹤0.01% 532
2025
Q4 		$7.21K Buy
+112
New +$7.5K ﹤0.01% 576
2025
Q2 		– Sell
-112
Closed -$4.64K – 1320
2025
Q1 		$4.64K Hold
112
– – ﹤0.01% 555
2024
Q4 		$4.95K Hold
112
– – ﹤0.01% 530
2024
Q3 		$3.9K Hold
112
– – ﹤0.01% 592
2024
Q2 		$3.43K Sell
112
-20
-15% -$597 ﹤0.01% 569
2024
Q1 		$3.69K Buy
132
+112
+560% +$2.79K ﹤0.01% 587
2023
Q4 		$416 Hold
20
– – ﹤0.01% 1005
2023
Q3 		$434 Hold
20
– – ﹤0.01% 852
2023
Q2 		$416 Buy
+20
New +$395 ﹤0.01% 917

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Abound Wealth Management's IBKR Position: Q2 2026 in Review

Abound Wealth Management reduced its Interactive Brokers (IBKR) stake by 31% in Q2 2026, selling an estimated $4.08K and leaving 110 shares worth $9.59K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Abound Wealth Management first reported a position in IBKR in Q2 2023 and has held it in 11 quarters since. The position peaked at $10.7K in Q1 2026. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Abound Wealth Management held 110 shares of Interactive Brokers worth $9.59K as of Q2 2026.
  • Abound Wealth Management sold 49 Interactive Brokers shares in Q2 2026, an estimated $4.08K.
  • Interactive Brokers made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #474 holding.
  • Abound Wealth Management first reported a position in Interactive Brokers in Q2 2023 and has held it in 11 quarters since.
  • Abound Wealth Management's Interactive Brokers position peaked at $10.7K in Q1 2026.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.