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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
Q2 		$1.52M Buy
17,492
+1,372
+9% +$114K 0.29% 52
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
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

MBM Wealth Consultants's IBKR Position: Q2 2026 in Review

MBM Wealth Consultants increased its Interactive Brokers (IBKR) stake by 8.5% in Q2 2026, buying an estimated $114K and bringing the position to 17,492 shares worth $1.52M. The position accounts for 0.29% of the portfolio, ranked #52.

MBM Wealth Consultants first reported a position in IBKR in Q4 2022 and has held it in 15 quarters since. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • MBM Wealth Consultants held 17,492 shares of Interactive Brokers worth $1.52M as of Q2 2026.
  • MBM Wealth Consultants bought 1,372 Interactive Brokers shares in Q2 2026, an estimated $114K.
  • Interactive Brokers made up 0.29% of MBM Wealth Consultants's portfolio in Q2 2026, its #52 holding.
  • MBM Wealth Consultants first reported a position in Interactive Brokers in Q4 2022 and has held it in 15 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.