Discipline Wealth Solutions
IBIT icon

Discipline Wealth Solutions’s iShares Bitcoin Trust IBIT Stock Holding History

Discipline Wealth Solutions’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 		– Sell
-25,387
Closed -$845K – 199
2026
Q2 		$845K Buy
25,387
+7,712
+44% +$314K 0.07% 92
2026
Q1 		$679K Buy
17,675
+6,206
+54% +$269K 0.07% 95
2025
Q4 		$569K Buy
11,469
+7,126
+164% +$405K 0.11% 99
2025
Q3 		$282K Buy
+4,343
New +$282K 0.07% 129

Other funds holding IBIT

SigFig Wealth Management
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Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 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
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return
SJBenen ADVISORY
SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Discipline Wealth Solutions's IBIT Position: Q3 2026 in Review

Discipline Wealth Solutions sold out of iShares Bitcoin Trust (IBIT) in Q3 2026, closing a stake of 25,387 shares — an estimated $845K sold.

Discipline Wealth Solutions first reported a position in IBIT in Q3 2025 and held it in 4 quarters. The position peaked at $845K in Q2 2026. 372 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Discipline Wealth Solutions reported no remaining iShares Bitcoin Trust position as of Q3 2026 after selling out during the quarter.
  • Discipline Wealth Solutions sold 25,387 iShares Bitcoin Trust shares in Q3 2026, an estimated $845K.
  • Discipline Wealth Solutions first reported a position in iShares Bitcoin Trust in Q3 2025 and held it in 4 quarters.
  • Discipline Wealth Solutions's iShares Bitcoin Trust position peaked at $845K in Q2 2026.
  • 372 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.