DeDora Capital
IBIT icon

DeDora Capital’s iShares Bitcoin Trust IBIT Stock Holding History

DeDora Capital’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 		$676K Sell
14,284
-3,034
-18% -$122K 0.15% 73
2026
Q2 		$577K Sell
17,318
-1,878
-10% -$76.4K 0.13% 81
2026
Q1 		$738K Buy
19,196
+972
+5% +$42.1K 0.18% 70
2025
Q4 		$905K Buy
18,224
+1,485
+9% +$84.4K 0.21% 67
2025
Q3 		$1.09M Buy
16,739
+1,181
+8% +$76.8K 0.26% 61
2025
Q2 		$952K Buy
15,558
+1,067
+7% +$59.8K 0.25% 61
2025
Q1 		$678K Buy
14,491
+2,667
+23% +$141K 0.2% 73
2024
Q4 		$627K Buy
11,824
+506
+4% +$23.9K 0.17% 74
2024
Q3 		$409K Buy
11,318
+882
+8% +$30.6K 0.11% 89
2024
Q2 		$356K Buy
10,436
+4,535
+77% +$169K 0.11% 90
2024
Q1 		$239K Buy
+5,901
New +$184K 0.08% 104

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
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 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

DeDora Capital's IBIT Position: Q3 2026 in Review

DeDora Capital reduced its iShares Bitcoin Trust (IBIT) stake by 18% in Q3 2026, selling an estimated $122K and leaving 14,284 shares worth $676K. The position accounts for 0.15% of the portfolio, ranked #73.

DeDora Capital first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.09M in Q3 2025. 1,121 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • DeDora Capital held 14,284 shares of iShares Bitcoin Trust worth $676K as of Q3 2026.
  • DeDora Capital sold 3,034 iShares Bitcoin Trust shares in Q3 2026, an estimated $122K.
  • iShares Bitcoin Trust made up 0.15% of DeDora Capital's portfolio in Q3 2026, its #73 holding.
  • DeDora Capital first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • DeDora Capital's iShares Bitcoin Trust position peaked at $1.09M in Q3 2025.
  • 1,121 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on DeDora Capital's 13F filing for Q3 2026, filed 26 Oct 2026.