Detalus Advisors
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Detalus Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Detalus Advisors’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 		$540K Buy
11,406
+3,347
+42% +$135K 0.11% 98
2026
Q2 		$268K Buy
8,059
+89
+1% +$3.62K 0.05% 158
2026
Q1 		$306K Buy
7,970
+189
+2% +$8.18K 0.07% 140
2025
Q4 		$386K Buy
7,781
+789
+11% +$44.8K 0.09% 119
2025
Q3 		$454K Buy
6,992
+2,994
+75% +$195K 0.12% 103
2025
Q2 		$245K Buy
+3,998
New +$224K 0.07% 144

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Proathlete Wealth Management
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

Detalus Advisors's IBIT Position: Q3 2026 in Review

Detalus Advisors increased its iShares Bitcoin Trust (IBIT) stake by 42% in Q3 2026, buying an estimated $135K and bringing the position to 11,406 shares worth $540K. The position accounts for 0.11% of the portfolio, ranked #98.

Detalus Advisors first reported a position in IBIT in Q2 2025 and has held it in 6 quarters since. 411 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Detalus Advisors held 11,406 shares of iShares Bitcoin Trust worth $540K as of Q3 2026.
  • Detalus Advisors bought 3,347 iShares Bitcoin Trust shares in Q3 2026, an estimated $135K.
  • iShares Bitcoin Trust made up 0.11% of Detalus Advisors's portfolio in Q3 2026, its #98 holding.
  • Detalus Advisors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 6 quarters since.
  • 411 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.