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Coastline Trust’s iShares Bitcoin Trust IBIT Stock Holding History

Coastline Trust’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 		$33.2K Sell
701
-1,845
-72% -$74.4K ﹤0.01% 282
2026
Q2 		$84.8K Buy
2,546
+351
+16% +$14.3K 0.01% 254
2026
Q1 		$84.3K Buy
2,195
+31
+1% +$1.34K 0.01% 246
2025
Q4 		$107K Buy
2,164
+1,694
+360% +$96.2K 0.01% 234
2025
Q3 		$30.6K Buy
470
+120
+34% +$7.81K ﹤0.01% 295
2025
Q2 		$21.4K Buy
+350
New +$19.6K ﹤0.01% 310

Other funds holding IBIT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
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
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Coastline Trust's IBIT Position: Q3 2026 in Review

Coastline Trust reduced its iShares Bitcoin Trust (IBIT) stake by 72% in Q3 2026, selling an estimated $74.4K and leaving 701 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Coastline Trust first reported a position in IBIT in Q2 2025 and has held it in 6 quarters since. The position peaked at $107K in Q4 2025. 86 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Coastline Trust held 701 shares of iShares Bitcoin Trust worth $33.2K as of Q3 2026.
  • Coastline Trust sold 1,845 iShares Bitcoin Trust shares in Q3 2026, an estimated $74.4K.
  • iShares Bitcoin Trust made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #282 holding.
  • Coastline Trust first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 6 quarters since.
  • Coastline Trust's iShares Bitcoin Trust position peaked at $107K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.