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True Wealth Design’s Interactive Brokers IBKR Stock Holding History

True Wealth Design’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 		$8.53K Sell
98
-86
-47% -$7.16K ﹤0.01% 1119
2026
Q1 		$12.3K Buy
184
+98
+114% +$7K ﹤0.01% 906
2025
Q4 		$5.55K Buy
86
+2
+2% +$134 ﹤0.01% 1046
2025
Q3 		$5.8K Buy
84
+10
+14% +$629 ﹤0.01% 1024
2025
Q2 		$4.1K Buy
74
+10
+16% +$474 ﹤0.01% 880
2025
Q1 		$2.65K Buy
+64
New +$3.17K ﹤0.01% 909

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

True Wealth Design's IBKR Position: Q2 2026 in Review

True Wealth Design reduced its Interactive Brokers (IBKR) stake by 47% in Q2 2026, selling an estimated $7.16K and leaving 98 shares worth $8.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

True Wealth Design first reported a position in IBKR in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.3K in Q1 2026. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • True Wealth Design held 98 shares of Interactive Brokers worth $8.53K as of Q2 2026.
  • True Wealth Design sold 86 Interactive Brokers shares in Q2 2026, an estimated $7.16K.
  • Interactive Brokers made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1119 holding.
  • True Wealth Design first reported a position in Interactive Brokers in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Interactive Brokers position peaked at $12.3K in Q1 2026.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.