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JT Stratford LLC’s Interactive Brokers IBKR Stock Holding History

JT Stratford LLC’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
2025
Q3 		– Sell
-3,840
Closed -$213K – 318
2025
Q2 		$213K Buy
+3,840
New +$182K 0.03% 284
2025
Q1 		– Sell
-6,592
Closed -$291K – 305
2024
Q4 		$291K Buy
6,592
+800
+14% +$33.7K 0.05% 238
2024
Q3 		$202K Sell
5,792
-748
-11% -$23.2K 0.03% 278
2024
Q2 		$200K Sell
6,540
-692
-10% -$20.6K 0.04% 264
2024
Q1 		$202K Buy
+7,232
New +$180K 0.04% 255

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JT Stratford LLC's IBKR Position: Q3 2025 in Review

JT Stratford LLC sold out of Interactive Brokers (IBKR) in Q3 2025, closing a stake of 3,840 shares — an estimated $213K sold.

JT Stratford LLC first reported a position in IBKR in Q1 2024 and held it in 5 quarters. The position peaked at $291K in Q4 2024. 912 funds tracked by Wall St. Rank hold IBKR as of Q3 2025.

  • JT Stratford LLC reported no remaining Interactive Brokers position as of Q3 2025 after selling out during the quarter.
  • JT Stratford LLC sold 3,840 Interactive Brokers shares in Q3 2025, an estimated $213K.
  • JT Stratford LLC first reported a position in Interactive Brokers in Q1 2024 and held it in 5 quarters.
  • JT Stratford LLC's Interactive Brokers position peaked at $291K in Q4 2024.
  • 912 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2025.

Based on JT Stratford LLC's 13F filing for Q3 2025, filed 12 Nov 2025.