CD
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Chapin Davis’s iShares Bitcoin Trust IBIT Stock Holding History

Chapin Davis’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 		$247K Buy
+5,223
New +$211K 0.05% 211

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return

Chapin Davis's IBIT Position: Q3 2026 in Review

Chapin Davis opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 5,223 shares worth $247K. The stake represents 0.05% of the portfolio and ranks #211 among its holdings.

196 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Chapin Davis held 5,223 shares of iShares Bitcoin Trust worth $247K as of Q3 2026.
  • iShares Bitcoin Trust was a new Chapin Davis position in Q3 2026.
  • iShares Bitcoin Trust made up 0.05% of Chapin Davis's portfolio in Q3 2026, its #211 holding.
  • 196 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.