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Timothy G. Youngquist 2020 Irrevocable Trust’s Interactive Brokers IBKR Stock Holding History

Timothy G. Youngquist 2020 Irrevocable 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
Q2 		– Sell
-155
Closed -$10.4K – 294
2026
Q1 		$10.4K Buy
+155
New +$11.1K ﹤0.01% 387

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's IBKR Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Interactive Brokers (IBKR) in Q2 2026, closing a stake of 155 shares — an estimated $10.4K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in IBKR in Q1 2026 and held it in 1 quarter. The position peaked at $10.4K in Q1 2026. 574 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Interactive Brokers position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 155 Interactive Brokers shares in Q2 2026, an estimated $10.4K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Interactive Brokers in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Interactive Brokers position peaked at $10.4K in Q1 2026.
  • 574 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.