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HB Wealth Management’s Interactive Brokers IBKR Stock Holding History

HB Wealth 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
2026
Q2 		$1.14M Buy
13,075
+702
+6% +$58.4K 0.01% 687
2026
Q1 		$830K Buy
12,373
+2,597
+27% +$185K 0.01% 742
2025
Q4 		$629K Buy
9,776
+723
+8% +$48.4K ﹤0.01% 802
2025
Q3 		$623K Sell
9,053
-951
-10% -$59.8K ﹤0.01% 766
2025
Q2 		$554K Buy
10,004
+1,124
+13% +$53.3K ﹤0.01% 703
2025
Q1 		$368K Buy
8,880
+1,356
+18% +$67.2K ﹤0.01% 884
2024
Q4 		$332K Buy
+7,524
New +$317K ﹤0.01% 770

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

HB Wealth Management's IBKR Position: Q2 2026 in Review

HB Wealth Management increased its Interactive Brokers (IBKR) stake by 5.7% in Q2 2026, buying an estimated $58.4K and bringing the position to 13,075 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #687.

HB Wealth Management first reported a position in IBKR in Q4 2024 and has held it in 7 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • HB Wealth Management held 13,075 shares of Interactive Brokers worth $1.14M as of Q2 2026.
  • HB Wealth Management bought 702 Interactive Brokers shares in Q2 2026, an estimated $58.4K.
  • Interactive Brokers made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #687 holding.
  • HB Wealth Management first reported a position in Interactive Brokers in Q4 2024 and has held it in 7 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.