Accel Wealth Management
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Accel Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Accel Wealth Management’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 		$938K Sell
19,808
-341
-2% -$13.8K 0.2% 106
2026
Q2 		$671K Sell
20,149
-835
-4% -$34K 0.15% 133
2026
Q1 		$806K Sell
20,984
-25
-0.1% -$1.08K 0.21% 108
2025
Q4 		$1.04M Buy
21,009
+1,181
+6% +$67.1K 0.29% 87
2025
Q3 		$1.29M Buy
19,828
+3,289
+20% +$214K 0.37% 67
2025
Q2 		$1.01M Buy
16,539
+1,258
+8% +$70.5K 0.34% 72
2025
Q1 		$715K Buy
15,281
+2,072
+16% +$110K 0.26% 90
2024
Q4 		$701K Sell
13,209
-61
-0.5% -$2.88K 0.27% 93
2024
Q3 		$479K Buy
13,270
+50
+0.4% +$1.74K 0.18% 132
2024
Q2 		$451K Buy
13,220
+1,670
+14% +$62.4K 0.18% 121
2024
Q1 		$467K Buy
+11,550
New +$360K 0.2% 113

Other funds holding IBIT

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Accel Wealth Management's IBIT Position: Q3 2026 in Review

Accel Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 1.7% in Q3 2026, selling an estimated $13.8K and leaving 19,808 shares worth $938K. The position accounts for 0.2% of the portfolio, ranked #106.

Accel Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.29M in Q3 2025. 1,057 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Accel Wealth Management held 19,808 shares of iShares Bitcoin Trust worth $938K as of Q3 2026.
  • Accel Wealth Management sold 341 iShares Bitcoin Trust shares in Q3 2026, an estimated $13.8K.
  • iShares Bitcoin Trust made up 0.2% of Accel Wealth Management's portfolio in Q3 2026, its #106 holding.
  • Accel Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • Accel Wealth Management's iShares Bitcoin Trust position peaked at $1.29M in Q3 2025.
  • 1,057 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.