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

Avaii 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	$326K	Sell	6,823 -1,748	-20%	-$70.5K	0.09%	129
2026 Q2	$285K	Sell	8,571 -718	-8%	-$29.2K	0.08%	144
2026 Q1	$357K	Sell	9,289 -1,261	-12%	-$54.6K	0.12%	103
2025 Q4	$524K	Sell	10,550 -11,092	-51%	-$630K	0.19%	69
2025 Q3	$1.41M	Buy	21,642 +1,097	+5%	+$71.4K	0.54%	27
2025 Q2	$1.26M	Buy	20,545 +13,391	+187%	+$750K	0.56%	24
2025 Q1	$335K	Buy	7,154 +879	+14%	+$46.5K	0.18%	78
2024 Q4	$333K	Buy	+6,275	New	+$296K	0.16%	86

Other funds holding IBIT

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

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

Avaii Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 20% in Q3 2026, selling an estimated $70.5K and leaving 6,823 shares worth $326K. The position accounts for 0.09% of the portfolio, ranked #129.

Avaii Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.41M in Q3 2025. 772 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Avaii Wealth Management held 6,823 shares of iShares Bitcoin Trust worth $326K as of Q3 2026.
Avaii Wealth Management sold 1,748 iShares Bitcoin Trust shares in Q3 2026, an estimated $70.5K.
iShares Bitcoin Trust made up 0.09% of Avaii Wealth Management's portfolio in Q3 2026, its #129 holding.
Avaii Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
Avaii Wealth Management's iShares Bitcoin Trust position peaked at $1.41M in Q3 2025.
772 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.