Apeiron RIA’s iShares Bitcoin Trust IBIT Stock Holding History

Apeiron RIA’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	$4.6M	Buy	95,945 +13,064	+16%	+$527K	1.05%	27
2026 Q2	$2.76M	Buy	82,881 +1,412	+2%	+$57.4K	0.71%	37
2026 Q1	$3.13M	Buy	81,469 +15,024	+23%	+$651K	0.73%	31
2025 Q4	$3.02M	Buy	66,445 +24,875	+60%	+$1.41M	0.61%	34
2025 Q3	$2.74M	Buy	41,570 +5,334	+15%	+$347K	0.62%	45
2025 Q2	$2.22M	Buy	36,236 +1,895	+6%	+$106K	0.57%	48
2025 Q1	$1.61M	Buy	34,341 +7,862	+30%	+$416K	0.49%	51
2024 Q4	$1.4M	Buy	26,479 +4,587	+21%	+$217K	0.39%	55
2024 Q3	$791K	Buy	21,892 +68	+0.3%	+$2.36K	0.23%	76
2024 Q2	$745K	Buy	+21,824	New	+$815K	0.23%	76

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

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

SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return

Apeiron RIA's IBIT Position: Q3 2026 in Review

Apeiron RIA increased its iShares Bitcoin Trust (IBIT) stake by 16% in Q3 2026, buying an estimated $527K and bringing the position to 95,945 shares worth $4.6M. The position accounts for 1.05% of the portfolio, ranked #27.

Apeiron RIA first reported a position in IBIT in Q2 2024 and has held it in 10 quarters since. 398 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Apeiron RIA held 95,945 shares of iShares Bitcoin Trust worth $4.6M as of Q3 2026.
Apeiron RIA bought 13,064 iShares Bitcoin Trust shares in Q3 2026, an estimated $527K.
iShares Bitcoin Trust made up 1.05% of Apeiron RIA's portfolio in Q3 2026, its #27 holding.
Apeiron RIA first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 10 quarters since.
398 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.