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Blue Trust Inc’s Interactive Brokers IBKR Stock Holding History

Blue Trust Inc’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 		$22.3K Sell
256
-136
-35% -$11.3K ﹤0.01% 1623
2026
Q1 		$26.3K Sell
392
-280
-42% -$20K ﹤0.01% 1561
2025
Q4 		$43.2K Buy
672
+472
+236% +$31.6K ﹤0.01% 1410
2025
Q3 		$13.8K Buy
200
+96
+92% +$6.04K ﹤0.01% 1771
2025
Q2 		$5.77K Sell
104
-52
-33% -$2.47K ﹤0.01% 1974
2025
Q1 		$6.46K Buy
+156
New +$7.73K ﹤0.01% 2058
2024
Q4 		– Sell
-388
Closed -$11.9K – 2691
2024
Q3 		$11.9K Buy
388
+156
+67% +$4.83K ﹤0.01% 2128
2024
Q2 		$6.48K Buy
232
+128
+123% +$3.82K ﹤0.01% 2098
2024
Q1 		$2.9K Buy
+104
New +$2.59K ﹤0.01% 1741

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

Blue Trust Inc's IBKR Position: Q2 2026 in Review

Blue Trust Inc reduced its Interactive Brokers (IBKR) stake by 35% in Q2 2026, selling an estimated $11.3K and leaving 256 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Blue Trust Inc first reported a position in IBKR in Q1 2024 and has held it in 9 quarters since. The position peaked at $43.2K in Q4 2025. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Blue Trust Inc held 256 shares of Interactive Brokers worth $22.3K as of Q2 2026.
  • Blue Trust Inc sold 136 Interactive Brokers shares in Q2 2026, an estimated $11.3K.
  • Interactive Brokers made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1623 holding.
  • Blue Trust Inc first reported a position in Interactive Brokers in Q1 2024 and has held it in 9 quarters since.
  • Blue Trust Inc's Interactive Brokers position peaked at $43.2K in Q4 2025.
  • 1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.