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Coastline Trust’s Interactive Brokers IBKR Stock Holding History

Coastline Trust’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
Q3 		– Sell
-340
Closed -$29.6K – 369
2026
Q2 		$29.6K Hold
340
– – ﹤0.01% 309
2026
Q1 		$22.8K Hold
340
– – ﹤0.01% 318
2025
Q4 		$21.9K Hold
340
– – ﹤0.01% 315
2025
Q3 		$23.4K Hold
340
– – ﹤0.01% 304
2025
Q2 		$18.8K Hold
340
– – ﹤0.01% 313
2025
Q1 		$14.1K Hold
340
– – ﹤0.01% 326
2024
Q4 		$15K Hold
340
– – ﹤0.01% 339
2024
Q3 		$11.8K Buy
+340
New +$10.5K ﹤0.01% 369

Other funds holding IBKR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
FFA
Fairfield Financial Advisors Wellesley, Massachusetts $248M AUM 30.73% 1-Year Est. Return

Coastline Trust's IBKR Position: Q3 2026 in Review

Coastline Trust sold out of Interactive Brokers (IBKR) in Q3 2026, closing a stake of 340 shares — an estimated $29.6K sold.

Coastline Trust first reported a position in IBKR in Q3 2024 and held it in 8 quarters. The position peaked at $29.6K in Q2 2026. 76 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Coastline Trust reported no remaining Interactive Brokers position as of Q3 2026 after selling out during the quarter.
  • Coastline Trust sold 340 Interactive Brokers shares in Q3 2026, an estimated $29.6K.
  • Coastline Trust first reported a position in Interactive Brokers in Q3 2024 and held it in 8 quarters.
  • Coastline Trust's Interactive Brokers position peaked at $29.6K in Q2 2026.
  • 76 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.