Bullock Wealth Management Group »

Interactive Brokers shares owned by Bullock Wealth Management Group

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Bullock Wealth Management Group from 13F filings

Historical chart of Bullock Wealth Management Group investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by Bullock Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Interactive Brokers by Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $359k 5.3k 67.90
2025-12-31 $254k 3.9k 64.31

More positions owned by Bullock Wealth Management Group

Pacer Trendpilot Us Large Cap Etf Etf (PTLC)
Nvidia Corporation Stock (NVDA)
Pacer Trendpilot 100 Etf Etf (PTNQ)
Pacer Trendpilot International Etf Etf (PTIN)
Pacer Trendpilot Us Mid Cap Etf Etf (PTMC)
Microsoft Corp Stock (MSFT)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Apple Stock (AAPL)
Eli Lilly & Co Stock (LLY)
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Caterpillar Stock (CAT)
State Street Communication Services Select Sector Spdr Etf Etf (XLC)
Broadcom Stock (AVGO)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Bullock Wealth Management Group

Top funds holding Interactive Brokers

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Geode Capital Management
Greenwich Wealth Management
Invesco
Vanguard Portfolio Management
Two Sigma Investments
Wellington Management Company
Kayne Anderson Rudnick Investment Management
Norges Bank Investment Management
Orbis Allan Gray
London & Capital Asset Management
Bank of America Corporation

View all funds holding Interactive Brokers