BFM
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Boston Financial Management’s Interactive Brokers IBKR Stock Holding History

Boston Financial 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
2024
Q4 		$328K Sell
7,420
-400
-5% -$16.8K 0.01% 281
2024
Q3 		$272K Buy
7,820
+400
+5% +$12.4K 0.01% 291
2024
Q2 		$227K Hold
7,420
– – 0.01% 309
2024
Q1 		$207K Buy
+7,420
New +$185K 0.01% 324
2022
Q1 		– Sell
-18,712
Closed -$372K – 291
2021
Q4 		$372K Sell
18,712
-22,820
-55% -$425K 0.01% 215
2021
Q3 		$647K Sell
41,532
-533,036
-93% -$8.39M 0.03% 168
2021
Q2 		$9.44M Buy
574,568
+10,320
+2% +$179K 0.38% 62
2021
Q1 		$10.3M Buy
564,248
+1,824
+0.3% +$32.9K 0.45% 61
2020
Q4 		$8.57M Sell
562,424
-6,596
-1% -$87.4K 0.39% 62
2020
Q3 		$6.88M Sell
569,020
-54,728
-9% -$682K 0.33% 62
2020
Q2 		$6.51M Sell
623,748
-8,040
-1% -$84K 0.35% 61
2020
Q1 		$6.82M Buy
631,788
+410,268
+185% +$4.96M 0.44% 59
2019
Q4 		$2.58M Sell
221,520
-441,304
-67% -$5.18M 0.14% 99
2019
Q3 		$8.91M Buy
662,824
+2,104
+0.3% +$26.2K 0.51% 63
2019
Q2 		$8.95M Buy
660,720
+23,664
+4% +$321K 0.52% 62
2019
Q1 		$8.26M Buy
637,056
+16,140
+3% +$212K 0.5% 65
2018
Q4 		$8.48M Buy
620,916
+44,488
+8% +$593K 0.59% 64
2018
Q3 		$7.97M Buy
+576,428
New +$8.74M 0.47% 72

Other funds holding IBKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Financial Management's IBKR Position: Q4 2024 in Review

Boston Financial Management reduced its Interactive Brokers (IBKR) stake by 5.1% in Q4 2024, selling an estimated $16.8K and leaving 7,420 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #281.

Boston Financial Management first reported a position in IBKR in Q3 2018 and has held it in 18 quarters since. The position peaked at $10.3M in Q1 2021. 709 funds tracked by Wall St. Rank hold IBKR as of Q4 2024.

  • Boston Financial Management held 7,420 shares of Interactive Brokers worth $328K as of Q4 2024.
  • Boston Financial Management sold 400 Interactive Brokers shares in Q4 2024, an estimated $16.8K.
  • Interactive Brokers made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #281 holding.
  • Boston Financial Management first reported a position in Interactive Brokers in Q3 2018 and has held it in 18 quarters since.
  • Boston Financial Management's Interactive Brokers position peaked at $10.3M in Q1 2021.
  • 709 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.