Avid Wealth Partners
IBIT icon

Avid Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Avid Wealth Partners’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 		$2.92M Sell
61,607
-2,140
-3% -$86.3K 1.33% 17
2026
Q2 		$2.12M Buy
63,747
+15,790
+33% +$642K 1.03% 19
2026
Q1 		$1.84M Buy
47,957
+9,285
+24% +$402K 0.87% 20
2025
Q4 		$1.92M Buy
38,672
+7,235
+23% +$411K 0.94% 23
2025
Q3 		$2.04M Buy
31,437
+982
+3% +$63.9K 1.02% 20
2025
Q2 		$1.86M Buy
30,455
+2,284
+8% +$128K 1.07% 21
2025
Q1 		$1.32M Buy
28,171
+21,859
+346% +$1.16M 0.89% 22
2024
Q4 		$335K Buy
6,312
+104
+2% +$4.91K 0.24% 35
2024
Q3 		$224K Buy
+6,208
New +$216K 0.16% 36
2024
Q2 		– Sell
-5,808
Closed -$235K – 42
2024
Q1 		$235K Buy
+5,808
New +$181K 0.19% 36

Other funds holding IBIT

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Garda Capital Partners
Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return
Acorn Financial Advisory Services
Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
AO
Allen Operations New York $968M AUM 12.84% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Avid Wealth Partners's IBIT Position: Q3 2026 in Review

Avid Wealth Partners reduced its iShares Bitcoin Trust (IBIT) stake by 3.4% in Q3 2026, selling an estimated $86.3K and leaving 61,607 shares worth $2.92M. The position accounts for 1.33% of the portfolio, ranked #17.

Avid Wealth Partners first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. 875 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Avid Wealth Partners held 61,607 shares of iShares Bitcoin Trust worth $2.92M as of Q3 2026.
  • Avid Wealth Partners sold 2,140 iShares Bitcoin Trust shares in Q3 2026, an estimated $86.3K.
  • iShares Bitcoin Trust made up 1.33% of Avid Wealth Partners's portfolio in Q3 2026, its #17 holding.
  • Avid Wealth Partners first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • 875 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.