Rothwell Investment Advisors, LLC’s iShares Bitcoin Trust IBIT Stock Holding History

Rothwell Investment Advisors, LLC’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	$7.81K	Buy	+165	New	+$6.65K	﹤0.01%	817

Other funds holding IBIT

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

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

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return

Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Rothwell Investment Advisors, LLC's IBIT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 165 shares worth $7.81K. The stake represents ﹤0.01% of the portfolio and ranks #817 among its holdings.

986 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Rothwell Investment Advisors, LLC held 165 shares of iShares Bitcoin Trust worth $7.81K as of Q3 2026.
iShares Bitcoin Trust was a new Rothwell Investment Advisors, LLC position in Q3 2026.
iShares Bitcoin Trust made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #817 holding.
986 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.