Diversified Enterprises’s iShares Bitcoin Trust IBIT Stock Holding History

Diversified Enterprises’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	$415K	Sell	8,757 -339	-4%	-$13.7K	0.02%	299
2026 Q2	$303K	Sell	9,096 -3,083	-25%	-$125K	0.01%	328
2026 Q1	$468K	Hold	12,179	–	–	0.03%	250
2025 Q4	$605K	Buy	12,179 +2,697	+28%	+$153K	0.04%	189
2025 Q3	$616K	Buy	9,482 +2,735	+41%	+$178K	0.04%	138
2025 Q2	$413K	Buy	+6,747	New	+$378K	0.03%	184

Other funds holding IBIT

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

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

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

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

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversified Enterprises's IBIT Position: Q3 2026 in Review

Diversified Enterprises reduced its iShares Bitcoin Trust (IBIT) stake by 3.7% in Q3 2026, selling an estimated $13.7K and leaving 8,757 shares worth $415K. The position accounts for 0.02% of the portfolio, ranked #299.

Diversified Enterprises first reported a position in IBIT in Q2 2025 and has held it in 6 quarters since. The position peaked at $616K in Q3 2025. 717 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Diversified Enterprises held 8,757 shares of iShares Bitcoin Trust worth $415K as of Q3 2026.
Diversified Enterprises sold 339 iShares Bitcoin Trust shares in Q3 2026, an estimated $13.7K.
iShares Bitcoin Trust made up 0.02% of Diversified Enterprises's portfolio in Q3 2026, its #299 holding.
Diversified Enterprises first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 6 quarters since.
Diversified Enterprises's iShares Bitcoin Trust position peaked at $616K in Q3 2025.
717 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.