Armbruster Capital Management
IBIT icon

Armbruster Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

Armbruster Capital 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 		$277K Sell
5,843
-7,800
-57% -$315K 0.04% 120
2026
Q2 		$454K Hold
13,643
– – 0.07% 93
2026
Q1 		$524K Buy
13,643
+7,800
+133% +$338K 0.09% 88
2025
Q4 		$290K Sell
5,843
-9,395
-62% -$534K 0.05% 119
2025
Q3 		$990K Buy
15,238
+7,838
+106% +$510K 0.17% 62
2025
Q2 		$453K Hold
7,400
– – 0.08% 91
2025
Q1 		$346K Hold
7,400
– – 0.07% 104
2024
Q4 		$393K Hold
7,400
– – 0.08% 96
2024
Q3 		$267K Hold
7,400
– – 0.05% 112
2024
Q2 		$253K Buy
+7,400
New +$276K 0.05% 111

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Proathlete Wealth Management
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
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

Armbruster Capital Management's IBIT Position: Q3 2026 in Review

Armbruster Capital Management reduced its iShares Bitcoin Trust (IBIT) stake by 57% in Q3 2026, selling an estimated $315K and leaving 5,843 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #120.

Armbruster Capital Management first reported a position in IBIT in Q2 2024 and has held it in 10 quarters since. The position peaked at $990K in Q3 2025. 456 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Armbruster Capital Management held 5,843 shares of iShares Bitcoin Trust worth $277K as of Q3 2026.
  • Armbruster Capital Management sold 7,800 iShares Bitcoin Trust shares in Q3 2026, an estimated $315K.
  • iShares Bitcoin Trust made up 0.04% of Armbruster Capital Management's portfolio in Q3 2026, its #120 holding.
  • Armbruster Capital Management first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 10 quarters since.
  • Armbruster Capital Management's iShares Bitcoin Trust position peaked at $990K in Q3 2025.
  • 456 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Armbruster Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.