Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TC
TwinBeech Capital’s
Interactive Brokers
IBKR
Stock Holding History
TwinBeech Capital’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
$336K
Sell
5,013
-68,487
-93%
-$4.89M
0.03%
428
2025
Q4
$4.73M
Buy
+73,500
New
+$4.92M
0.34%
93
2025
Q3
–
Sell
-5,335
Closed
-$296K
–
685
2025
Q2
$296K
Sell
5,335
-46,865
-90%
-$2.22M
0.01%
556
2025
Q1
$2.16M
Buy
52,200
+44,744
+600%
+$2.22M
0.04%
381
2024
Q4
$329K
Buy
+7,456
New
+$314K
0.01%
509
2023
Q2
–
Sell
-101,748
Closed
-$2.1M
–
722
2023
Q1
$2.1M
Buy
+101,748
New
+$2.07M
0.04%
371
2021
Q3
–
Sell
-72,400
Closed
-$1.19M
–
670
2021
Q2
$1.19M
Buy
72,400
+600
+0.8%
+$10.4K
0.14%
194
2021
Q1
$1.31M
Buy
+71,800
New
+$1.29M
0.19%
162
2020
Q3
–
Sell
-50,912
Closed
-$532K
–
500
2020
Q2
$532K
Buy
+50,912
New
+$532K
0.12%
221
Other funds holding IBKR
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
CCM
Cantillon Capital Management
New York
$15.1B AUM
23.54%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close