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Bellwether Advisors’s Interactive Brokers IBKR Stock Holding History

Bellwether Advisors’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
2025
Q4 		– Sell
-36,330
Closed -$2.5M – 144
2025
Q3 		$2.5M Sell
36,330
-15,872
-30% -$999K 0.41% 51
2025
Q2 		$2.89M Buy
52,202
+51,414
+6,525% +$2.44M 0.49% 45
2025
Q1 		$32.6K Hold
788
– – 0.01% 241
2024
Q4 		$34.8K Buy
+788
New +$33.2K 0.01% 250

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bellwether Advisors's IBKR Position: Q4 2025 in Review

Bellwether Advisors sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 36,330 shares — an estimated $2.5M sold.

Bellwether Advisors first reported a position in IBKR in Q4 2024 and held it in 4 quarters. The position peaked at $2.89M in Q2 2025. 978 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • Bellwether Advisors reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • Bellwether Advisors sold 36,330 Interactive Brokers shares in Q4 2025, an estimated $2.5M.
  • Bellwether Advisors first reported a position in Interactive Brokers in Q4 2024 and held it in 4 quarters.
  • Bellwether Advisors's Interactive Brokers position peaked at $2.89M in Q2 2025.
  • 978 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on Bellwether Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.