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Client 1st Advisory Group’s iShares Bitcoin Trust IBIT Stock Holding History

Client 1st Advisory Group’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 		$295K Buy
+6,226
New +$251K 0.08% 111
2026
Q2 		– Sell
-5,207
Closed -$200K – 146
2026
Q1 		$200K Hold
5,207
– – 0.06% 136
2025
Q4 		$259K Buy
5,207
+744
+17% +$42.3K 0.08% 120
2025
Q3 		$290K Buy
+4,463
New +$290K 0.1% 106

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Steel Grove Capital Advisors
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
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return
SA
SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Client 1st Advisory Group's IBIT Position: Q3 2026 in Review

Client 1st Advisory Group opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 6,226 shares worth $295K. The stake represents 0.08% of the portfolio and ranks #111 among its holdings. This is a return to the name: Client 1st Advisory Group previously reported a position in IBIT as recently as Q1 2026.

Client 1st Advisory Group first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. 372 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Client 1st Advisory Group held 6,226 shares of iShares Bitcoin Trust worth $295K as of Q3 2026.
  • iShares Bitcoin Trust was a new Client 1st Advisory Group position in Q3 2026.
  • iShares Bitcoin Trust made up 0.08% of Client 1st Advisory Group's portfolio in Q3 2026, its #111 holding.
  • Client 1st Advisory Group first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • 372 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.