Empirical Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Empirical Wealth Management’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	$506K	Buy	10,679 +128	+1%	+$5.16K	0.01%	769
2026 Q2	$351K	Sell	10,551 -1,287	-11%	-$52.4K	0.01%	818
2026 Q1	$455K	Sell	11,838 -4,970	-30%	-$215K	0.01%	608
2025 Q4	$835K	Sell	16,808 -1,521	-8%	-$86.4K	0.01%	368
2025 Q3	$1.19M	Buy	18,329 +461	+3%	+$30K	0.02%	312
2025 Q2	$1.09M	Buy	17,868 +5,049	+39%	+$283K	0.02%	302
2025 Q1	$600K	Buy	12,819 +4,859	+61%	+$257K	0.02%	375
2024 Q4	$422K	Buy	7,960 +1,752	+28%	+$82.7K	0.01%	422
2024 Q3	$224K	Buy	+6,208	New	+$216K	0.01%	521

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Empirical Wealth Management's IBIT Position: Q3 2026 in Review

Empirical Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 1.2% in Q3 2026, buying an estimated $5.16K and bringing the position to 10,679 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #769.

Empirical Wealth Management first reported a position in IBIT in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q3 2025. 739 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Empirical Wealth Management held 10,679 shares of iShares Bitcoin Trust worth $506K as of Q3 2026.
Empirical Wealth Management bought 128 iShares Bitcoin Trust shares in Q3 2026, an estimated $5.16K.
iShares Bitcoin Trust made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #769 holding.
Empirical Wealth Management first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 9 quarters since.
Empirical Wealth Management's iShares Bitcoin Trust position peaked at $1.19M in Q3 2025.
739 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.