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Eschler Asset Management’s Interactive Brokers IBKR Stock Holding History

Eschler Asset 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
2025
Q1 		– Sell
-24,444
Closed -$1.08M – 51
2024
Q4 		$1.08M Buy
24,444
+1,244
+5% +$52.4K 2.54% 10
2024
Q3 		$808K Hold
23,200
– – 1.21% 22
2024
Q2 		$711K Sell
23,200
-1,244
-5% -$37.1K 0.56% 28
2024
Q1 		$684K Hold
24,444
– – 0.44% 55
2023
Q4 		$507K Buy
+24,444
New +$500K 0.4% 43

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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 $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Eschler Asset Management's IBKR Position: Q1 2025 in Review

Eschler Asset Management sold out of Interactive Brokers (IBKR) in Q1 2025, closing a stake of 24,444 shares — an estimated $1.08M sold.

Eschler Asset Management first reported a position in IBKR in Q4 2023 and held it in 5 quarters. The position peaked at $1.08M in Q4 2024. 746 funds tracked by Wall St. Rank hold IBKR as of Q1 2025.

  • Eschler Asset Management reported no remaining Interactive Brokers position as of Q1 2025 after selling out during the quarter.
  • Eschler Asset Management sold 24,444 Interactive Brokers shares in Q1 2025, an estimated $1.08M.
  • Eschler Asset Management first reported a position in Interactive Brokers in Q4 2023 and held it in 5 quarters.
  • Eschler Asset Management's Interactive Brokers position peaked at $1.08M in Q4 2024.
  • 746 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2025.

Based on Eschler Asset Management's 13F filing for Q1 2025, filed 15 May 2025.