Bartlett & Co Wealth Management’s Interactive Brokers IBKR Stock Holding History

Bartlett & Co 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 Q1	$675K	Buy	8,258 +258	+3%	+$18.4K	0.01%	308
2025 Q4	$514K	Hold	8,000	–	–	0.01%	331
2025 Q3	$550K	Hold	8,000	–	–	0.01%	322
2025 Q2	$443K	Hold	8,000	–	–	0.01%	349
2025 Q1	$331K	Sell	8,000 -1,440	-15%	-$71.4K	﹤0.01%	385
2024 Q4	$417K	Hold	9,440	–	–	0.01%	346
2024 Q3	$329K	Hold	9,440	–	–	﹤0.01%	389
2024 Q2	$289K	Hold	9,440	–	–	﹤0.01%	400
2024 Q1	$264K	Hold	9,440	–	–	﹤0.01%	419
2023 Q4	$196K	Hold	9,440	–	–	﹤0.01%	473
2023 Q3	$204K	Hold	9,440	–	–	﹤0.01%	441
2023 Q2	$196K	Hold	9,440	–	–	﹤0.01%	457
2023 Q1	$195K	Hold	9,440	–	–	﹤0.01%	383
2022 Q4	$171K	Hold	9,440	–	–	﹤0.01%	406
2022 Q3	$151K	Hold	9,440	–	–	﹤0.01%	409
2022 Q2	$130K	Hold	9,440	–	–	﹤0.01%	424
2022 Q1	$156K	Buy	+9,440	New	+$163K	﹤0.01%	417

Other funds holding IBKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bartlett & Co Wealth Management's IBKR Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Interactive Brokers (IBKR) stake by 3.2% in Q1 2026, buying an estimated $18.4K and bringing the position to 8,258 shares worth $675K. The position accounts for 0.01% of the portfolio, ranked #308.

Bartlett & Co Wealth Management first reported a position in IBKR in Q1 2022 and has held it in 17 quarters since. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Bartlett & Co Wealth Management held 8,258 shares of Interactive Brokers worth $675K as of Q1 2026.
Bartlett & Co Wealth Management bought 258 Interactive Brokers shares in Q1 2026, an estimated $18.4K.
Interactive Brokers made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #308 holding.
Bartlett & Co Wealth Management first reported a position in Interactive Brokers in Q1 2022 and has held it in 17 quarters since.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.