NMERB
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New Mexico Educational Retirement Board’s Interactive Brokers IBKR Stock Holding History

New Mexico Educational Retirement Board’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 		$1.93M Buy
22,200
+1,900
+9% +$158K 0.05% 421
2026
Q1 		$1.36M Hold
20,300
– – 0.04% 496
2025
Q4 		$1.3M Buy
20,300
+500
+3% +$33.5K 0.04% 519
2025
Q3 		$1.36M Sell
19,800
-69,112
-78% -$4.35M 0.04% 499
2025
Q2 		$4.93M Hold
88,912
– – 0.16% 100
2025
Q1 		$3.68M Hold
88,912
– – 0.13% 124
2024
Q4 		$3.93M Buy
88,912
+4,672
+6% +$197K 0.13% 121
2024
Q3 		$2.94M Hold
84,240
– – 0.1% 179
2024
Q2 		$2.58M Hold
84,240
– – 0.09% 195
2024
Q1 		$2.35M Hold
84,240
– – 0.08% 223
2023
Q4 		$1.75M Hold
84,240
– – 0.07% 316
2023
Q3 		$1.82M Hold
84,240
– – 0.08% 252
2023
Q2 		$1.75M Buy
84,240
+9,600
+13% +$189K 0.08% 268
2023
Q1 		$1.54M Buy
74,640
+10,400
+16% +$212K 0.08% 269
2022
Q4 		$1.16M Hold
64,240
– – 0.06% 350
2022
Q3 		$1.03M Buy
64,240
+9,200
+17% +$142K 0.06% 378
2022
Q2 		$757K Sell
55,040
-12,000
-18% -$178K 0.04% 573
2022
Q1 		$1.1M Hold
67,040
– – 0.04% 546
2021
Q4 		$1.33M Hold
67,040
– – 0.04% 492
2021
Q3 		$1.04M Hold
67,040
– – 0.04% 601
2021
Q2 		$1.1M Buy
67,040
+11,600
+21% +$201K 0.04% 588
2021
Q1 		$1.01M Hold
55,440
– – 0.04% 534
2020
Q4 		$844K Sell
55,440
-8,000
-13% -$106K 0.04% 562
2020
Q3 		$767K Sell
63,440
-9,600
-13% -$120K 0.04% 549
2020
Q2 		$763K Hold
73,040
– – 0.04% 579
2020
Q1 		$788K Buy
73,040
+21,200
+41% +$256K 0.05% 463
2019
Q4 		$604K Hold
51,840
– – 0.03% 719
2019
Q3 		$697K Hold
51,840
– – 0.03% 629
2019
Q2 		$658K Sell
51,840
-8,800
-15% -$119K 0.03% 656
2019
Q1 		$787K Hold
60,640
– – 0.03% 624
2018
Q4 		$828K Sell
60,640
-6,400
-10% -$85.4K 0.04% 534
2018
Q3 		$927K Hold
67,040
– – 0.04% 623
2018
Q2 		$1.08M Sell
67,040
-11,600
-15% -$210K 0.04% 545
2018
Q1 		$1.32M Buy
78,640
+8,000
+11% +$132K 0.05% 483
2017
Q4 		$1.05M Buy
+70,640
New +$963K 0.04% 590

Other funds holding IBKR

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

New Mexico Educational Retirement Board's IBKR Position: Q2 2026 in Review

New Mexico Educational Retirement Board increased its Interactive Brokers (IBKR) stake by 9.4% in Q2 2026, buying an estimated $158K and bringing the position to 22,200 shares worth $1.93M. The position accounts for 0.05% of the portfolio, ranked #421.

New Mexico Educational Retirement Board first reported a position in IBKR in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.93M in Q2 2025. 382 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • New Mexico Educational Retirement Board held 22,200 shares of Interactive Brokers worth $1.93M as of Q2 2026.
  • New Mexico Educational Retirement Board bought 1,900 Interactive Brokers shares in Q2 2026, an estimated $158K.
  • Interactive Brokers made up 0.05% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #421 holding.
  • New Mexico Educational Retirement Board first reported a position in Interactive Brokers in Q4 2017 and has held it in 35 quarters since.
  • New Mexico Educational Retirement Board's Interactive Brokers position peaked at $4.93M in Q2 2025.
  • 382 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.