EntreWealth
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EntreWealth’s iShares Bitcoin Trust IBIT Stock Holding History

EntreWealth’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 		$599K Buy
12,662
+4,669
+58% +$188K 0.21% 79
2026
Q2 		$292K Buy
7,993
+2,684
+51% +$109K 0.11% 112
2026
Q1 		$204K Buy
+5,309
New +$230K 0.09% 101
2025
Q4 		– Sell
-13,500
Closed -$878K – 99
2025
Q3 		$878K Buy
+13,500
New +$878K 0.45% 44

Other funds holding IBIT

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Garda Capital Partners
Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return
Acorn Financial Advisory Services
Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

EntreWealth's IBIT Position: Q3 2026 in Review

EntreWealth increased its iShares Bitcoin Trust (IBIT) stake by 58% in Q3 2026, buying an estimated $188K and bringing the position to 12,662 shares worth $599K. The position accounts for 0.21% of the portfolio, ranked #79.

EntreWealth first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $878K in Q3 2025. 986 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • EntreWealth held 12,662 shares of iShares Bitcoin Trust worth $599K as of Q3 2026.
  • EntreWealth bought 4,669 iShares Bitcoin Trust shares in Q3 2026, an estimated $188K.
  • iShares Bitcoin Trust made up 0.21% of EntreWealth's portfolio in Q3 2026, its #79 holding.
  • EntreWealth first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • EntreWealth's iShares Bitcoin Trust position peaked at $878K in Q3 2025.
  • 986 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.