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Fi3 Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Fi3 Financial 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
2025
Q4 		– Sell
-3,682
Closed -$239K – 196
2025
Q3 		$239K Buy
3,682
+146
+4% +$9.5K 0.08% 128
2025
Q2 		$216K Buy
+3,536
New +$198K 0.08% 153

Other funds holding IBIT

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
L
Laurore Hong Kong $161M AUM
AWIRL
Al Warda Investments RSC Ltd Abu Dhabi $408M AUM

Fi3 Financial Advisors's IBIT Position: Q4 2025 in Review

Fi3 Financial Advisors sold out of iShares Bitcoin Trust (IBIT) in Q4 2025, closing a stake of 3,682 shares — an estimated $239K sold.

Fi3 Financial Advisors first reported a position in IBIT in Q2 2025 and held it in 2 quarters. The position peaked at $239K in Q3 2025. 1,667 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

  • Fi3 Financial Advisors reported no remaining iShares Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Fi3 Financial Advisors sold 3,682 iShares Bitcoin Trust shares in Q4 2025, an estimated $239K.
  • Fi3 Financial Advisors first reported a position in iShares Bitcoin Trust in Q2 2025 and held it in 2 quarters.
  • Fi3 Financial Advisors's iShares Bitcoin Trust position peaked at $239K in Q3 2025.
  • 1,667 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on Fi3 Financial Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.