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Archer Investment Management’s iShares Bitcoin Trust IBIT Stock Holding History

Archer Investment 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 		$1.82M Buy
38,365
+21,461
+127% +$865K 0.57% 51
2026
Q2 		$563K Sell
16,904
-67,730
-80% -$2.76M 0.19% 81
2026
Q1 		$3.25M Buy
84,634
+69,104
+445% +$2.99M 1.37% 21
2025
Q4 		$771K Buy
+15,530
New +$882K 0.41% 62

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Archer Investment Management's IBIT Position: Q3 2026 in Review

Archer Investment Management increased its iShares Bitcoin Trust (IBIT) stake by 127% in Q3 2026, buying an estimated $865K and bringing the position to 38,365 shares worth $1.82M. The position accounts for 0.57% of the portfolio, ranked #51.

Archer Investment Management first reported a position in IBIT in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.25M in Q1 2026. 263 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Archer Investment Management held 38,365 shares of iShares Bitcoin Trust worth $1.82M as of Q3 2026.
  • Archer Investment Management bought 21,461 iShares Bitcoin Trust shares in Q3 2026, an estimated $865K.
  • iShares Bitcoin Trust made up 0.57% of Archer Investment Management's portfolio in Q3 2026, its #51 holding.
  • Archer Investment Management first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 4 quarters since.
  • Archer Investment Management's iShares Bitcoin Trust position peaked at $3.25M in Q1 2026.
  • 263 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.