Channel Wealth
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Channel Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Channel Wealth’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 		$228K Buy
+4,817
New +$194K 0.05% 170
2026
Q1 		– Sell
-4,293
Closed -$213K – 178
2025
Q4 		$213K Buy
4,293
+233
+6% +$13.2K 0.05% 164
2025
Q3 		$264K Buy
+4,060
New +$264K 0.07% 143

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
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
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

Channel Wealth's IBIT Position: Q3 2026 in Review

Channel Wealth opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 4,817 shares worth $228K. The stake represents 0.05% of the portfolio and ranks #170 among its holdings. This is a return to the name: Channel Wealth previously reported a position in IBIT as recently as Q4 2025.

Channel Wealth first reported a position in IBIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $264K in Q3 2025. 986 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Channel Wealth held 4,817 shares of iShares Bitcoin Trust worth $228K as of Q3 2026.
  • iShares Bitcoin Trust was a new Channel Wealth position in Q3 2026.
  • iShares Bitcoin Trust made up 0.05% of Channel Wealth's portfolio in Q3 2026, its #170 holding.
  • Channel Wealth first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • Channel Wealth's iShares Bitcoin Trust position peaked at $264K in Q3 2025.
  • 986 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Channel Wealth's 13F filing for Q3 2026, filed 6 Nov 2026.