BFS
IBKR icon

Bare Financial Services’s Interactive Brokers IBKR Stock Holding History

Bare Financial Services’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 		$7.66K Hold
88
– – ﹤0.01% 694
2026
Q1 		$5.9K Sell
88
-26
-23% -$1.86K ﹤0.01% 570
2025
Q4 		$7.33K Hold
114
– – ﹤0.01% 371
2025
Q3 		$7.84K Buy
114
+26
+30% +$1.64K ﹤0.01% 323
2025
Q2 		$4.88K Buy
88
+68
+340% +$3.23K ﹤0.01% 498
2025
Q1 		$828 Buy
+20
New +$991 ﹤0.01% 589

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

Bare Financial Services's IBKR Position: Q2 2026 in Review

Bare Financial Services held its Interactive Brokers (IBKR) position steady in Q2 2026 at 88 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

Bare Financial Services first reported a position in IBKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.84K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Bare Financial Services held 88 shares of Interactive Brokers worth $7.66K as of Q2 2026.
  • Bare Financial Services left its Interactive Brokers share count unchanged in Q2 2026.
  • Interactive Brokers made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #694 holding.
  • Bare Financial Services first reported a position in Interactive Brokers in Q1 2025 and has held it in 6 quarters since.
  • Bare Financial Services's Interactive Brokers position peaked at $7.84K in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.