Encompass More Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Encompass More Asset 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	$10.6M	Sell	223,488 -244,794	-52%	-$9.9M	1.49%	13
2026 Q2	$15.6M	Buy	468,282 +48,004	+11%	+$1.95M	2.27%	9
2026 Q1	$16.1M	Buy	420,278 +32,303	+8%	+$1.4M	2.71%	8
2025 Q4	$19.3M	Sell	387,975 -1,483	-0.4%	-$84.2K	3.55%	4
2025 Q3	$25.3M	Sell	389,458 -5,077	-1%	-$330K	4.85%	2
2025 Q2	$24.1M	Buy	394,535 +141,198	+56%	+$7.91M	5.65%	2
2025 Q1	$11.9M	Buy	253,337 +104,329	+70%	+$5.52M	3.54%	5
2024 Q4	$7.9M	Sell	149,008 -5,652	-4%	-$267K	2.61%	5
2024 Q3	$5.59M	Buy	+154,660	New	+$5.37M	2.13%	6

Other funds holding IBIT

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Avenir Tech Hong Kong $646M AUM 20.82% 1-Year Est. Return

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SCHF (GPE) Wilson, Wyoming $2.32B AUM 18.45% 1-Year Est. Return

Encompass More Asset Management's IBIT Position: Q3 2026 in Review

Encompass More Asset Management reduced its iShares Bitcoin Trust (IBIT) stake by 52% in Q3 2026, selling an estimated $9.9M and leaving 223,488 shares worth $10.6M. The position accounts for 1.49% of the portfolio, ranked #13.

Encompass More Asset Management first reported a position in IBIT in Q3 2024 and has held it in 9 quarters since. The position peaked at $25.3M in Q3 2025. 1,442 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Encompass More Asset Management held 223,488 shares of iShares Bitcoin Trust worth $10.6M as of Q3 2026.
Encompass More Asset Management sold 244,794 iShares Bitcoin Trust shares in Q3 2026, an estimated $9.9M.
iShares Bitcoin Trust made up 1.49% of Encompass More Asset Management's portfolio in Q3 2026, its #13 holding.
Encompass More Asset Management first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 9 quarters since.
Encompass More Asset Management's iShares Bitcoin Trust position peaked at $25.3M in Q3 2025.
1,442 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Encompass More Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.