BFP
IBLC icon

Briaud Financial Planning’s iShares Blockchain and Tech ETF IBLC Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-68
Closed -$2K – 167
2025
Q2 		$2K Buy
+68
New +$2.06K ﹤0.01% 319

Other funds holding IBLC

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
FWP
Forefront Wealth Partners Austin, Texas $239M AUM 16.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Briaud Financial Planning's IBLC Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares Blockchain and Tech ETF (IBLC) in Q3 2025, closing a stake of 68 shares — an estimated $2K sold.

Briaud Financial Planning first reported a position in IBLC in Q2 2025 and held it in 1 quarter. The position peaked at $2K in Q2 2025. 33 funds tracked by Wall St. Rank hold IBLC as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares Blockchain and Tech ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 68 iShares Blockchain and Tech ETF shares in Q3 2025, an estimated $2K.
  • Briaud Financial Planning first reported a position in iShares Blockchain and Tech ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's iShares Blockchain and Tech ETF position peaked at $2K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held iShares Blockchain and Tech ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.