Doliver Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Doliver 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	$1.28M	Sell	26,967 -3,346	-11%	-$135K	0.28%	58
2026 Q2	$1.01M	Buy	30,313 +2,305	+8%	+$93.8K	0.23%	69
2026 Q1	$1.08M	Buy	28,008 +634	+2%	+$27.5K	0.24%	66
2025 Q4	$1.36M	Buy	27,374 +12,770	+87%	+$725K	0.34%	53
2025 Q3	$949K	Buy	14,604 +2,851	+24%	+$185K	0.25%	78
2025 Q2	$719K	Buy	11,753 +656	+6%	+$36.8K	0.2%	84
2025 Q1	$519K	Buy	11,097 +1,516	+16%	+$80.3K	0.15%	99
2024 Q4	$508K	Buy	9,581 +2,023	+27%	+$95.5K	0.14%	99
2024 Q3	$273K	Buy	7,558 +350	+5%	+$12.2K	0.07%	130
2024 Q2	$246K	Buy	+7,208	New	+$269K	0.07%	135

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

Doliver Advisors's IBIT Position: Q3 2026 in Review

Doliver Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 11% in Q3 2026, selling an estimated $135K and leaving 26,967 shares worth $1.28M. The position accounts for 0.28% of the portfolio, ranked #58.

Doliver Advisors first reported a position in IBIT in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.36M in Q4 2025. 681 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Doliver Advisors held 26,967 shares of iShares Bitcoin Trust worth $1.28M as of Q3 2026.
Doliver Advisors sold 3,346 iShares Bitcoin Trust shares in Q3 2026, an estimated $135K.
iShares Bitcoin Trust made up 0.28% of Doliver Advisors's portfolio in Q3 2026, its #58 holding.
Doliver Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 10 quarters since.
Doliver Advisors's iShares Bitcoin Trust position peaked at $1.36M in Q4 2025.
681 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.