Equitable Trust’s iShares Bitcoin Trust IBIT Stock Holding History

Equitable Trust’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	$3.17M	Buy	66,940 +5,545	+9%	+$224K	0.13%	126
2026 Q2	$2.04M	Buy	61,395 +5,388	+10%	+$219K	0.09%	167
2026 Q1	$2.15M	Buy	56,007 +29,897	+115%	+$1.29M	0.1%	149
2025 Q4	$1.3M	Buy	26,110 +3,790	+17%	+$215K	0.06%	206
2025 Q3	$1.45M	Buy	22,320 +10,895	+95%	+$709K	0.07%	185
2025 Q2	$699K	Buy	11,425 +5,504	+93%	+$308K	0.03%	274
2025 Q1	$277K	Buy	5,921 +370	+7%	+$19.6K	0.02%	413
2024 Q4	$294K	Buy	+5,551	New	+$262K	0.02%	417

Other funds holding IBIT

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

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

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

SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Equitable Trust's IBIT Position: Q3 2026 in Review

Equitable Trust increased its iShares Bitcoin Trust (IBIT) stake by 9% in Q3 2026, buying an estimated $224K and bringing the position to 66,940 shares worth $3.17M. The position accounts for 0.13% of the portfolio, ranked #126.

Equitable Trust first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. 305 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Equitable Trust held 66,940 shares of iShares Bitcoin Trust worth $3.17M as of Q3 2026.
Equitable Trust bought 5,545 iShares Bitcoin Trust shares in Q3 2026, an estimated $224K.
iShares Bitcoin Trust made up 0.13% of Equitable Trust's portfolio in Q3 2026, its #126 holding.
Equitable Trust first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
305 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.