Ables Iannone Moore & Associates’s iShares Bitcoin Trust IBIT Stock Holding History

Ables Iannone Moore & Associates’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	$852K	Sell	18,006 -967	-5%	-$39K	0.44%	37
2026 Q2	$632K	Sell	18,973 -1,238	-6%	-$50.4K	0.34%	46
2026 Q1	$777K	Buy	20,211 +757	+4%	+$32.8K	0.46%	41
2025 Q4	$966K	Buy	19,454 +495	+3%	+$28.1K	0.53%	35
2025 Q3	$1.23M	Sell	18,959 -280	-1%	-$18.2K	0.71%	26
2025 Q2	$1.18M	Sell	19,239 -340	-2%	-$19.1K	0.73%	26
2025 Q1	$916K	Sell	19,579 -80	-0.4%	-$4.24K	0.62%	34
2024 Q4	$1.04M	Sell	19,659 -210	-1%	-$9.9K	0.64%	29
2024 Q3	$718K	Sell	19,869 -67	-0.3%	-$2.33K	0.46%	37
2024 Q2	$681K	Buy	+19,936	New	+$745K	0.45%	36

Other funds holding IBIT

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

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

Ables Iannone Moore & Associates's IBIT Position: Q3 2026 in Review

Ables Iannone Moore & Associates reduced its iShares Bitcoin Trust (IBIT) stake by 5.1% in Q3 2026, selling an estimated $39K and leaving 18,006 shares worth $852K. The position accounts for 0.44% of the portfolio, ranked #37.

Ables Iannone Moore & Associates first reported a position in IBIT in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.23M in Q3 2025. 507 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Ables Iannone Moore & Associates held 18,006 shares of iShares Bitcoin Trust worth $852K as of Q3 2026.
Ables Iannone Moore & Associates sold 967 iShares Bitcoin Trust shares in Q3 2026, an estimated $39K.
iShares Bitcoin Trust made up 0.44% of Ables Iannone Moore & Associates's portfolio in Q3 2026, its #37 holding.
Ables Iannone Moore & Associates first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 10 quarters since.
Ables Iannone Moore & Associates's iShares Bitcoin Trust position peaked at $1.23M in Q3 2025.
507 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q3 2026, filed 6 Oct 2026.