Fedenia Advisers’s iShares Bitcoin Trust IBIT Stock Holding History

Fedenia Advisers’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	$10.1M	Buy	213,146 +210,914	+9,450%	+$8.51M	2.37%	10
2026 Q2	$74.3K	Buy	+2,232	New	+$90.8K	0.02%	191
2026 Q1	–	Sell	-33,446	Closed	-$1.66M	–	125
2025 Q4	$1.66M	Sell	33,446 -244,850	-88%	-$13.9M	0.64%	47
2025 Q3	$18.1M	Sell	278,296 -14,751	-5%	-$960K	7.19%	2
2025 Q2	$17.9M	Buy	293,047 +201,650	+221%	+$11.3M	8.48%	1
2025 Q1	$4.28M	Buy	91,397 +1,568	+2%	+$83K	2.78%	6
2024 Q4	$4.77M	Buy	+89,829	New	+$4.24M	2.79%	7

Other funds holding IBIT

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

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

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 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

Fedenia Advisers's IBIT Position: Q3 2026 in Review

Fedenia Advisers increased its iShares Bitcoin Trust (IBIT) stake by 9,450% in Q3 2026, buying an estimated $8.51M and bringing the position to 213,146 shares worth $10.1M. The position accounts for 2.37% of the portfolio, ranked #10.

Fedenia Advisers first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.1M in Q3 2025. 647 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Fedenia Advisers held 213,146 shares of iShares Bitcoin Trust worth $10.1M as of Q3 2026.
Fedenia Advisers bought 210,914 iShares Bitcoin Trust shares in Q3 2026, an estimated $8.51M.
iShares Bitcoin Trust made up 2.37% of Fedenia Advisers's portfolio in Q3 2026, its #10 holding.
Fedenia Advisers first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Fedenia Advisers's iShares Bitcoin Trust position peaked at $18.1M in Q3 2025.
647 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Fedenia Advisers's 13F filing for Q3 2026, filed 22 Oct 2026.