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Interactive Brokers shares owned by Net Worth Advisory Group

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Net Worth Advisory Group from 13F filings

Historical chart of Net Worth Advisory Group investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by Net Worth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $304k 4.4k 68.81

More positions owned by Net Worth Advisory Group

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Spdr Series Trust Bloomberg Intl T (BWX)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Short Treas Bd (SHV)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Apple (AAPL)

View all positions for Net Worth Advisory Group

Top funds holding Interactive Brokers

Vanguard Group
BlackRock
State Street Corporation
Cantillon Capital Mgnt
Kayne Anderson Rudnick Investment Management
Wellington Management Company
Greenwich Wealth Management
Geode Capital Management
Orbis Allan Gray
Jpmorgan Chase & Co
Egerton Capital
FMR
American Century Companies
Invesco
J O Hambro Investment Management

View all funds holding Interactive Brokers