Cornerstone Management’s iShares Bitcoin Trust IBIT Stock Holding History

Cornerstone Management’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	$210K	Buy	+4,434	New	+$179K	0.03%	66

Other funds holding IBIT

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

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

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 Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Cornerstone Management's IBIT Position: Q3 2026 in Review

Cornerstone Management opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 4,434 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #66 among its holdings.

323 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Cornerstone Management held 4,434 shares of iShares Bitcoin Trust worth $210K as of Q3 2026.
iShares Bitcoin Trust was a new Cornerstone Management position in Q3 2026.
iShares Bitcoin Trust made up 0.03% of Cornerstone Management's portfolio in Q3 2026, its #66 holding.
323 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Cornerstone Management's 13F filing for Q3 2026, filed 16 Oct 2026.