Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s iShares Bitcoin Trust IBIT Stock Holding History

Dynamic Advisor 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 		$5.1M Sell
107,818
-5,930
-5% -$239K 0.14% 155
2026
Q2 		$3.79M Sell
113,748
-18,249
-14% -$742K 0.11% 203
2026
Q1 		$5.07M Buy
131,997
+30,374
+30% +$1.32M 0.16% 144
2025
Q4 		$5.05M Buy
101,623
+60,503
+147% +$3.44M 0.16% 143
2025
Q3 		$2.67M Buy
41,120
+22,882
+125% +$1.49M 0.08% 255
2025
Q2 		$1.12M Buy
18,238
+9,987
+121% +$560K 0.03% 424
2025
Q1 		$386K Sell
8,251
-3,545
-30% -$188K 0.01% 643
2024
Q4 		$626K Buy
11,796
+4,968
+73% +$235K 0.03% 393
2024
Q3 		$247K Buy
+6,828
New +$237K 0.01% 822

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
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
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
PWM
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
SA
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

Dynamic Advisor Solutions's IBIT Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares Bitcoin Trust (IBIT) stake by 5.2% in Q3 2026, selling an estimated $239K and leaving 107,818 shares worth $5.1M. The position accounts for 0.14% of the portfolio, ranked #155.

Dynamic Advisor Solutions first reported a position in IBIT in Q3 2024 and has held it in 9 quarters since. 323 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Dynamic Advisor Solutions held 107,818 shares of iShares Bitcoin Trust worth $5.1M as of Q3 2026.
  • Dynamic Advisor Solutions sold 5,930 iShares Bitcoin Trust shares in Q3 2026, an estimated $239K.
  • iShares Bitcoin Trust made up 0.14% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #155 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 9 quarters since.
  • 323 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.