Cornerstone Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Cornerstone Wealth 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	$1.12M	Buy	23,606 +1,444	+7%	+$58.2K	0.05%	318
2026 Q2	$738K	Buy	22,162 +5,370	+32%	+$218K	0.03%	401
2026 Q1	$645K	Buy	16,792 +3,785	+29%	+$164K	0.03%	394
2025 Q4	$646K	Buy	13,007 +3,733	+40%	+$212K	0.03%	366
2025 Q3	$603K	Buy	9,274 +3,348	+56%	+$218K	0.03%	373
2025 Q2	$363K	Buy	5,926 +817	+16%	+$45.8K	0.02%	466
2025 Q1	$239K	Buy	+5,109	New	+$270K	0.02%	530

Other funds holding IBIT

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Cornerstone Wealth Management's IBIT Position: Q3 2026 in Review

Cornerstone Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 6.5% in Q3 2026, buying an estimated $58.2K and bringing the position to 23,606 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #318.

Cornerstone Wealth Management first reported a position in IBIT in Q1 2025 and has held it in 7 quarters since. 1,121 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Cornerstone Wealth Management held 23,606 shares of iShares Bitcoin Trust worth $1.12M as of Q3 2026.
Cornerstone Wealth Management bought 1,444 iShares Bitcoin Trust shares in Q3 2026, an estimated $58.2K.
iShares Bitcoin Trust made up 0.05% of Cornerstone Wealth Management's portfolio in Q3 2026, its #318 holding.
Cornerstone Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 7 quarters since.
1,121 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.