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Global Retirement Partners’s Interactive Brokers IBKR Stock Holding History

Global Retirement Partners’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 		$872K Buy
+10,018
New +$834K 0.01% 802
2025
Q4 		$2.52M Buy
39,251
+24,867
+173% +$1.66M 0.04% 368
2025
Q3 		$990K Buy
14,384
+652
+5% +$41K 0.02% 547
2025
Q2 		$761K Buy
+13,732
New +$651K 0.02% 583
2024
Q4 		$1.14M Buy
25,820
+22,964
+804% +$967K 0.03% 417
2024
Q3 		$99.5K Sell
2,856
-252
-8% -$7.8K ﹤0.01% 1239
2024
Q2 		$95.3K Buy
+3,108
New +$92.7K ﹤0.01% 1227
2023
Q2 		– Sell
-76
Closed -$1.38K – 3220
2023
Q1 		$1.38K Buy
+76
New +$1.55K ﹤0.01% 2631

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 $3.37T AUM 44.26% 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 $2.74B AUM 36.19% 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

Global Retirement Partners's IBKR Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Interactive Brokers (IBKR) in Q2 2026: 10,018 shares worth $872K. The stake represents 0.01% of the portfolio and ranks #802 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IBKR as recently as Q4 2025.

Global Retirement Partners first reported a position in IBKR in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.52M in Q4 2025. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Global Retirement Partners held 10,018 shares of Interactive Brokers worth $872K as of Q2 2026.
  • Interactive Brokers was a new Global Retirement Partners position in Q2 2026.
  • Interactive Brokers made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #802 holding.
  • Global Retirement Partners first reported a position in Interactive Brokers in Q1 2023 and has held it in 8 quarters since.
  • Global Retirement Partners's Interactive Brokers position peaked at $2.52M in Q4 2025.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.