4Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

4Wealth Advisors’s Portfolio IBIT Stock Details IBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$215K	Sell	4,551 -7,276	-62%	-$293K	0.15%	129
2026 Q2	$404K	Sell	11,827 -738	-6%	-$30K	0.31%	96
2026 Q1	$473K	Buy	12,565 +4,567	+57%	+$198K	0.4%	80
2025 Q4	$397K	Buy	7,998 +3,365	+73%	+$191K	0.34%	95
2025 Q3	$301K	Buy	4,633 +704	+18%	+$45.8K	0.27%	116
2025 Q2	$240K	Buy	+3,929	New	+$220K	0.24%	117

Other funds holding IBIT

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Laurore Hong Kong $154M AUM 27.17% 1-Year Est. Return

Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return

Pinpoint Asset Management (Singapore) Singapore $493M AUM 43.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

4Wealth Advisors's IBIT Position: Q3 2026 in Review

4Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 62% in Q3 2026, selling an estimated $293K and leaving 4,551 shares worth $215K. The position accounts for 0.15% of the portfolio, ranked #129.

4Wealth Advisors first reported a position in IBIT in Q2 2025 and has held it in 6 quarters since. The position peaked at $473K in Q1 2026. 1,253 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

4Wealth Advisors held 4,551 shares of iShares Bitcoin Trust worth $215K as of Q3 2026.
4Wealth Advisors sold 7,276 iShares Bitcoin Trust shares in Q3 2026, an estimated $293K.
iShares Bitcoin Trust made up 0.15% of 4Wealth Advisors's portfolio in Q3 2026, its #129 holding.
4Wealth Advisors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 6 quarters since.
4Wealth Advisors's iShares Bitcoin Trust position peaked at $473K in Q1 2026.
1,253 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.