Cornerstone Advisory
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Cornerstone Advisory’s iShares Bitcoin Trust IBIT Stock Holding History

Cornerstone Advisory’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 		$2.63M Sell
55,511
-6,438
-10% -$260K 0.2% 77
2026
Q2 		$2.06M Buy
61,949
+3,176
+5% +$129K 0.17% 85
2026
Q1 		$2.26M Buy
58,773
+8,938
+18% +$387K 0.21% 73
2025
Q4 		$2.47M Buy
49,835
+13,274
+36% +$754K 0.24% 66
2025
Q3 		$2.38M Buy
36,561
+4,568
+14% +$297K 0.23% 61
2025
Q2 		$1.96M Buy
31,993
+2,782
+10% +$156K 0.21% 66
2025
Q1 		$1.58M Buy
29,211
+1,212
+4% +$64.2K 0.18% 70
2024
Q4 		$1.55M Buy
+27,999
New +$1.32M 0.18% 72

Other funds holding IBIT

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Garda Capital Partners
Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return

Cornerstone Advisory's IBIT Position: Q3 2026 in Review

Cornerstone Advisory reduced its iShares Bitcoin Trust (IBIT) stake by 10% in Q3 2026, selling an estimated $260K and leaving 55,511 shares worth $2.63M. The position accounts for 0.2% of the portfolio, ranked #77.

Cornerstone Advisory first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. 1,003 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Cornerstone Advisory held 55,511 shares of iShares Bitcoin Trust worth $2.63M as of Q3 2026.
  • Cornerstone Advisory sold 6,438 iShares Bitcoin Trust shares in Q3 2026, an estimated $260K.
  • iShares Bitcoin Trust made up 0.2% of Cornerstone Advisory's portfolio in Q3 2026, its #77 holding.
  • Cornerstone Advisory first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
  • 1,003 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.