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Interval Partners’s Interactive Brokers IBKR Stock Holding History

Interval 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
Q1 		– Sell
-221,392
Closed -$15.8M – 330
2025
Q4 		$14.2M Buy
221,392
+211,063
+2,043% +$14.1M 0.33% 103
2025
Q3 		$711K Sell
10,329
-42,410
-80% -$2.67M 0.02% 361
2025
Q2 		$2.92M Buy
+52,739
New +$2.5M 0.07% 251
2025
Q1 		– Hold
0
– – – 444
2024
Q4 		– Hold
0
– – – 424
2023
Q1 		– Sell
-49,976
Closed -$904K – 310
2022
Q4 		$904K Sell
49,976
-63,256
-56% -$1.18M 0.07% 188
2022
Q3 		$1.81M Sell
113,232
-175,028
-61% -$2.7M 0.11% 208
2022
Q2 		$3.96M Sell
288,260
-96,840
-25% -$1.44M 0.28% 127
2022
Q1 		$6.34M Buy
+385,100
New +$6.63M 0.48% 96
2018
Q2 		– Hold
0
– – – 231
2018
Q1 		– Hold
0
– – – 249
2017
Q4 		– Hold
0
– – – 222

Other funds holding IBKR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return