Caldwell Trust
IBIT icon

Caldwell Trust’s iShares Bitcoin Trust IBIT Stock Holding History

Caldwell Trust’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 		$119K Hold
2,509
– – 0.01% 388
2026
Q2 		$83.5K Hold
2,509
– – 0.01% 434
2026
Q1 		$96.4K Hold
2,509
– – 0.01% 408
2025
Q4 		$125K Buy
2,509
+1,009
+67% +$57.3K 0.01% 376
2025
Q3 		$97.5K Buy
+1,500
New +$97.6K 0.01% 388

Other funds holding IBIT

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Caldwell Trust's IBIT Position: Q3 2026 in Review

Caldwell Trust held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 2,509 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #388.

Caldwell Trust first reported a position in IBIT in Q3 2025 and has held it in 5 quarters since. The position peaked at $125K in Q4 2025. 1,046 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Caldwell Trust held 2,509 shares of iShares Bitcoin Trust worth $119K as of Q3 2026.
  • Caldwell Trust left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up 0.01% of Caldwell Trust's portfolio in Q3 2026, its #388 holding.
  • Caldwell Trust first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 5 quarters since.
  • Caldwell Trust's iShares Bitcoin Trust position peaked at $125K in Q4 2025.
  • 1,046 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.