BWS
IBKR icon

Buck Wealth Strategies’s Interactive Brokers IBKR Stock Holding History

Buck Wealth Strategies’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 		$88.4K Buy
+1,016
New +$84.6K 0.01% 274
2024
Q2 		– Sell
-81,936
Closed -$2.29M – 93
2024
Q1 		$2.29M Buy
+81,936
New +$2.04M 0.79% 30

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 $3.38T AUM 44.17% 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 $2.75B AUM 36.11% 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

Buck Wealth Strategies's IBKR Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Interactive Brokers (IBKR) in Q2 2026: 1,016 shares worth $88.4K. The stake represents 0.01% of the portfolio and ranks #274 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in IBKR as recently as Q1 2024.

Buck Wealth Strategies first reported a position in IBKR in Q1 2024 and has held it in 2 quarters since. The position peaked at $2.29M in Q1 2024. 1,119 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Buck Wealth Strategies held 1,016 shares of Interactive Brokers worth $88.4K as of Q2 2026.
  • Interactive Brokers was a new Buck Wealth Strategies position in Q2 2026.
  • Interactive Brokers made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #274 holding.
  • Buck Wealth Strategies first reported a position in Interactive Brokers in Q1 2024 and has held it in 2 quarters since.
  • Buck Wealth Strategies's Interactive Brokers position peaked at $2.29M in Q1 2024.
  • 1,119 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.