MBM Wealth Consultants’s Interactive Brokers IBKR Stock Holding History

MBM Wealth Consultants’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	$1.08M	Buy	16,120 +472	+3%	+$33.7K	0.25%	54
2025 Q4	$1.01M	Sell	15,648 -42	-0.3%	-$2.81K	0.24%	52
2025 Q3	$1.08M	Sell	15,690 -1,948	-11%	-$123K	0.27%	52
2025 Q2	$977K	Sell	17,638 -3,230	-15%	-$153K	0.26%	51
2025 Q1	$864K	Sell	20,868 -176	-0.8%	-$8.72K	0.26%	53
2024 Q4	$960K	Buy	21,044 +136	+0.7%	+$5.73K	0.29%	52
2024 Q3	$728K	Buy	20,908 +1,556	+8%	+$48.2K	0.23%	55
2024 Q2	$606K	Sell	19,352 -1,592	-8%	-$47.5K	0.21%	56
2024 Q1	$585K	Sell	20,944 -2,640	-11%	-$65.7K	0.21%	57
2023 Q4	$533K	Buy	23,584 +1,356	+6%	+$27.8K	0.2%	57
2023 Q3	$473K	Buy	22,228 +2,264	+11%	+$50.4K	0.21%	58
2023 Q2	$425K	Buy	19,964 +4,344	+28%	+$85.7K	0.18%	61
2023 Q1	$378K	Hold	15,620	–	–	0.15%	62
2022 Q4	$279K	Buy	+15,620	New	+$292K	0.13%	78

Other funds holding IBKR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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