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Bison Wealth’s iShares Blockchain and Tech ETF IBLC Stock Holding History

Bison Wealth’s Portfolio IBLC Stock Details IBLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$452K Hold
13,228
– – 0.1% 172
2024
Q3 		$391K Hold
13,228
– – 0.06% 276
2024
Q2 		$415K Hold
13,228
– – 0.07% 273
2024
Q1 		$415K Hold
13,228
– – 0.07% 273
2023
Q4 		$387K Buy
13,228
+1,228
+10% +$24.7K 0.07% 275
2023
Q3 		$193K Hold
12,000
– – 0.04% 368
2023
Q2 		$233K Sell
12,000
-3,000
-20% -$51.9K 0.04% 334
2023
Q1 		$246K Hold
15,000
– – 0.08% 216
2022
Q4 		$224K Buy
+15,000
New +$192K 0.07% 243

Other funds holding IBLC

FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Bison Wealth's IBLC Position: Q4 2024 in Review

Bison Wealth held its iShares Blockchain and Tech ETF (IBLC) position steady in Q4 2024 at 13,228 shares worth $452K. The position accounts for 0.1% of the portfolio, ranked #172.

Bison Wealth first reported a position in IBLC in Q4 2022 and has held it in 9 quarters since. 21 funds tracked by Wall St. Rank hold IBLC as of Q4 2024.

  • Bison Wealth held 13,228 shares of iShares Blockchain and Tech ETF worth $452K as of Q4 2024.
  • Bison Wealth left its iShares Blockchain and Tech ETF share count unchanged in Q4 2024.
  • iShares Blockchain and Tech ETF made up 0.1% of Bison Wealth's portfolio in Q4 2024, its #172 holding.
  • Bison Wealth first reported a position in iShares Blockchain and Tech ETF in Q4 2022 and has held it in 9 quarters since.
  • 21 funds tracked by Wall St. Rank held iShares Blockchain and Tech ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.