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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return