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Atwood & Palmer’s iShares Bitcoin Trust IBIT Stock Holding History

Atwood & Palmer’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 		$96.1K Hold
2,030
– – ﹤0.01% 213
2026
Q2 		$67.6K Buy
2,030
+30
+2% +$1.22K ﹤0.01% 229
2026
Q1 		$76.8K Sell
2,000
-450
-18% -$19.5K ﹤0.01% 217
2025
Q4 		$122K Sell
2,450
-650
-21% -$36.9K 0.01% 173
2025
Q3 		$202K Buy
+3,100
New +$202K 0.01% 153

Other funds holding IBIT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Atwood & Palmer's IBIT Position: Q3 2026 in Review

Atwood & Palmer held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 2,030 shares worth $96.1K. The position accounts for ﹤0.01% of the portfolio, ranked #213.

Atwood & Palmer first reported a position in IBIT in Q3 2025 and has held it in 5 quarters since. The position peaked at $202K in Q3 2025. 86 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Atwood & Palmer held 2,030 shares of iShares Bitcoin Trust worth $96.1K as of Q3 2026.
  • Atwood & Palmer left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #213 holding.
  • Atwood & Palmer first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 5 quarters since.
  • Atwood & Palmer's iShares Bitcoin Trust position peaked at $202K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.