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Burkett Financial Services’s iShares Bitcoin Trust IBIT Stock Holding History

Burkett Financial Services’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 		$67.6K Buy
1,428
+107
+8% +$4.32K 0.02% 112
2026
Q2 		$44K Buy
1,321
+26
+2% +$1.06K 0.01% 110
2026
Q1 		$49.8K Hold
1,295
– – 0.02% 99
2025
Q4 		$64.3K Hold
1,295
– – 0.02% 83
2025
Q3 		$84.2K Hold
1,295
– – 0.03% 79
2025
Q2 		$79.3K Buy
1,295
+44
+4% +$2.46K 0.03% 79
2025
Q1 		$58.6K Buy
1,251
+40
+3% +$2.12K 0.02% 85
2024
Q4 		$64.2K Hold
1,211
– – 0.03% 77
2024
Q3 		$43.8K Buy
1,211
+43
+4% +$1.49K 0.02% 84
2024
Q2 		$39.9K Buy
1,168
+566
+94% +$21.1K 0.02% 85
2024
Q1 		$24.4K Buy
+602
New +$18.8K 0.01% 111

Other funds holding IBIT

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
BHPW
Box Hill Private Wealth Scottsdale, Arizona $138M AUM 23.69% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Burkett Financial Services's IBIT Position: Q3 2026 in Review

Burkett Financial Services increased its iShares Bitcoin Trust (IBIT) stake by 8.1% in Q3 2026, buying an estimated $4.32K and bringing the position to 1,428 shares worth $67.6K. The position accounts for 0.02% of the portfolio, ranked #112.

Burkett Financial Services first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $84.2K in Q3 2025. 15 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Burkett Financial Services held 1,428 shares of iShares Bitcoin Trust worth $67.6K as of Q3 2026.
  • Burkett Financial Services bought 107 iShares Bitcoin Trust shares in Q3 2026, an estimated $4.32K.
  • iShares Bitcoin Trust made up 0.02% of Burkett Financial Services's portfolio in Q3 2026, its #112 holding.
  • Burkett Financial Services first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • Burkett Financial Services's iShares Bitcoin Trust position peaked at $84.2K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.