Creative Financial Designs’s Interactive Brokers IBKR Stock Holding History

Creative Financial Designs’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	$63K	Hold	940	–	–	﹤0.01%	826
2025 Q4	$60.5K	Hold	940	–	–	﹤0.01%	800
2025 Q3	$64.7K	Hold	940	–	–	﹤0.01%	765
2025 Q2	$52.1K	Sell	940 -4	-0.4%	-$190	﹤0.01%	851
2025 Q1	$39.1K	Buy	944 +4	+0.4%	+$198	﹤0.01%	907
2024 Q4	$41.5K	Hold	940	–	–	﹤0.01%	850
2024 Q3	$32.8K	Hold	940	–	–	﹤0.01%	908
2024 Q2	$28.8K	Buy	+940	New	+$28K	﹤0.01%	910

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

Creative Financial Designs's IBKR Position: Q1 2026 in Review

Creative Financial Designs held its Interactive Brokers (IBKR) position steady in Q1 2026 at 940 shares worth $63K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Creative Financial Designs first reported a position in IBKR in Q2 2024 and has held it in 8 quarters since. The position peaked at $64.7K in Q3 2025. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Creative Financial Designs held 940 shares of Interactive Brokers worth $63K as of Q1 2026.
Creative Financial Designs left its Interactive Brokers share count unchanged in Q1 2026.
Interactive Brokers made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #826 holding.
Creative Financial Designs first reported a position in Interactive Brokers in Q2 2024 and has held it in 8 quarters since.
Creative Financial Designs's Interactive Brokers position peaked at $64.7K in Q3 2025.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.