Claro Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Claro Advisors’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	$782K	Buy	16,524 +3,380	+26%	+$136K	0.08%	221
2026 Q2	$438K	Sell	13,144 -655	-5%	-$26.6K	0.05%	303
2026 Q1	$530K	Buy	13,799 +1,784	+15%	+$77.2K	0.06%	228
2025 Q4	$597K	Sell	12,015 -2,564	-18%	-$146K	0.08%	200
2025 Q3	$948K	Buy	14,579 +3,315	+29%	+$216K	0.14%	132
2025 Q2	$689K	Sell	11,264 -4,286	-28%	-$240K	0.11%	165
2025 Q1	$728K	Buy	15,550 +4,273	+38%	+$226K	0.1%	184
2024 Q4	$598K	Buy	+11,277	New	+$532K	0.08%	224

Other funds holding IBIT

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return

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

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Allen Operations New York $968M AUM 12.84% 1-Year Est. Return

Claro Advisors's IBIT Position: Q3 2026 in Review

Claro Advisors increased its iShares Bitcoin Trust (IBIT) stake by 26% in Q3 2026, buying an estimated $136K and bringing the position to 16,524 shares worth $782K. The position accounts for 0.08% of the portfolio, ranked #221.

Claro Advisors first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. The position peaked at $948K in Q3 2025. 939 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Claro Advisors held 16,524 shares of iShares Bitcoin Trust worth $782K as of Q3 2026.
Claro Advisors bought 3,380 iShares Bitcoin Trust shares in Q3 2026, an estimated $136K.
iShares Bitcoin Trust made up 0.08% of Claro Advisors's portfolio in Q3 2026, its #221 holding.
Claro Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
Claro Advisors's iShares Bitcoin Trust position peaked at $948K in Q3 2025.
939 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.