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Mount Yale Investment Advisors’s Interactive Brokers IBKR Stock Holding History

Mount Yale Investment Advisors’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 		$1.25M Buy
18,564
+6,781
+58% +$484K 0.03% 473
2025
Q4 		$758K Buy
11,783
+8,321
+240% +$557K 0.04% 371
2025
Q3 		$238K Buy
3,462
+2,213
+177% +$139K 0.02% 585
2025
Q2 		$69.2K Buy
+1,249
New +$59.3K 0.01% 725

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $665M AUM 25.91% 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

Mount Yale Investment Advisors's IBKR Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Interactive Brokers (IBKR) stake by 58% in Q1 2026, buying an estimated $484K and bringing the position to 18,564 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #473.

Mount Yale Investment Advisors first reported a position in IBKR in Q2 2025 and has held it in 4 quarters since. 996 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Mount Yale Investment Advisors held 18,564 shares of Interactive Brokers worth $1.25M as of Q1 2026.
  • Mount Yale Investment Advisors bought 6,781 Interactive Brokers shares in Q1 2026, an estimated $484K.
  • Interactive Brokers made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #473 holding.
  • Mount Yale Investment Advisors first reported a position in Interactive Brokers in Q2 2025 and has held it in 4 quarters since.
  • 996 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.