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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
Q2 		$4.73M Buy
+54,300
New +$4.52M 0.12% 190
2026
Q1 		– Sell
-59,200
Closed -$3.81M – 320
2025
Q4 		$3.81M Buy
+59,200
New +$3.96M 0.07% 211
2025
Q3 		– Sell
-32,300
Closed -$1.79M – 427
2025
Q2 		$1.79M Buy
+32,300
New +$1.53M 0.03% 291
2018
Q2 		– Sell
-140,000
Closed -$2.35M – 222
2018
Q1 		$2.35M Buy
140,000
+20,000
+17% +$331K 0.11% 169
2017
Q4 		$1.78M Buy
+120,000
New +$1.64M 0.07% 154

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

Interval Partners's IBKR Position: Q1 2026 in Review

Interval Partners sold out of Interactive Brokers (IBKR) in Q1 2026, closing a stake of 221,392 shares — an estimated $15.8M sold.

Interval Partners first reported a position in IBKR in Q1 2022 and held it in 7 quarters. The position peaked at $14.2M in Q4 2025. 999 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Interval Partners reported no remaining Interactive Brokers position as of Q1 2026 after selling out during the quarter.
  • Interval Partners sold 221,392 Interactive Brokers shares in Q1 2026, an estimated $15.8M.
  • Interval Partners first reported a position in Interactive Brokers in Q1 2022 and held it in 7 quarters.
  • Interval Partners's Interactive Brokers position peaked at $14.2M in Q4 2025.
  • 999 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Interval Partners's 13F filing for Q1 2026, filed 15 May 2026.