Encompass Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Encompass Wealth 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	$1.21M	Buy	25,646 +10,912	+74%	+$440K	0.18%	58
2026 Q2	$490K	Buy	14,734 +4,857	+49%	+$198K	0.15%	62
2026 Q1	$379K	Buy	9,877 +2,687	+37%	+$116K	0.13%	71
2025 Q4	$357K	Sell	7,190 -470	-6%	-$26.7K	0.12%	76
2025 Q3	$498K	Buy	7,660 +165	+2%	+$10.7K	0.17%	66
2025 Q2	$459K	Buy	7,495 +965	+15%	+$54.1K	0.17%	68
2025 Q1	$306K	Sell	6,530 -278	-4%	-$14.7K	0.12%	80
2024 Q4	$361K	Buy	+6,808	New	+$321K	0.15%	76
2024 Q3	–	Sell	-7,247	Closed	-$247K	–	293
2024 Q2	$247K	Sell	7,247 -845	-10%	-$31.6K	0.07%	203
2024 Q1	$327K	Buy	+8,092	New	+$252K	0.09%	185

Other funds holding IBIT

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 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

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

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

Encompass Wealth Advisors's IBIT Position: Q3 2026 in Review

Encompass Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 74% in Q3 2026, buying an estimated $440K and bringing the position to 25,646 shares worth $1.21M. The position accounts for 0.18% of the portfolio, ranked #58.

Encompass Wealth Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. 506 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Encompass Wealth Advisors held 25,646 shares of iShares Bitcoin Trust worth $1.21M as of Q3 2026.
Encompass Wealth Advisors bought 10,912 iShares Bitcoin Trust shares in Q3 2026, an estimated $440K.
iShares Bitcoin Trust made up 0.18% of Encompass Wealth Advisors's portfolio in Q3 2026, its #58 holding.
Encompass Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
506 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.