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Clune & Associates’s iShares Bitcoin Trust IBIT Stock Holding History

Clune & Associates’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 		$509K Hold
10,760
– – 0.08% 115
2026
Q2 		$358K Hold
10,760
– – 0.05% 134
2026
Q1 		$413K Buy
+10,760
New +$466K 0.08% 122

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 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
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Proathlete Wealth Management
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
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return
SJBenen ADVISORY
SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return

Clune & Associates's IBIT Position: Q3 2026 in Review

Clune & Associates held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 10,760 shares worth $509K. The position accounts for 0.08% of the portfolio, ranked #115.

Clune & Associates first reported a position in IBIT in Q1 2026 and has held it in 3 quarters since. 398 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Clune & Associates held 10,760 shares of iShares Bitcoin Trust worth $509K as of Q3 2026.
  • Clune & Associates left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up 0.08% of Clune & Associates's portfolio in Q3 2026, its #115 holding.
  • Clune & Associates first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 3 quarters since.
  • 398 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.