Fiduciary Alliance
IBIT icon

Fiduciary Alliance’s iShares Bitcoin Trust IBIT Stock Holding History

Fiduciary Alliance’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 		$548K Sell
11,580
-85,323
-88% -$3.44M 0.04% 304
2026
Q2 		$3.23M Sell
96,903
-205,937
-68% -$8.38M 0.22% 126
2026
Q1 		$12.9M Sell
302,840
-18,472
-6% -$800K 0.78% 25
2025
Q4 		$16M Sell
321,312
-20,336
-6% -$1.16M 1.04% 16
2025
Q3 		$22.2M Buy
341,648
+28,450
+9% +$1.85M 1.49% 9
2025
Q2 		$19.2M Buy
313,198
+42,283
+16% +$2.37M 1.43% 10
2025
Q1 		$12.7M Buy
270,915
+27,604
+11% +$1.46M 1.25% 17
2024
Q4 		$12.9M Buy
243,311
+23,138
+11% +$1.09M 1.3% 12
2024
Q3 		$7.95M Buy
220,173
+31,505
+17% +$1.09M 1.06% 30
2024
Q2 		$6.64M Buy
188,668
+53,318
+39% +$1.99M 1.08% 32
2024
Q1 		$5.38M Buy
+135,350
New +$4.22M 0.95% 33

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Proathlete Wealth Management
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return
SJBenen ADVISORY
SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return

Fiduciary Alliance's IBIT Position: Q3 2026 in Review

Fiduciary Alliance reduced its iShares Bitcoin Trust (IBIT) stake by 88% in Q3 2026, selling an estimated $3.44M and leaving 11,580 shares worth $548K. The position accounts for 0.04% of the portfolio, ranked #304.

Fiduciary Alliance first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $22.2M in Q3 2025. 390 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Fiduciary Alliance held 11,580 shares of iShares Bitcoin Trust worth $548K as of Q3 2026.
  • Fiduciary Alliance sold 85,323 iShares Bitcoin Trust shares in Q3 2026, an estimated $3.44M.
  • iShares Bitcoin Trust made up 0.04% of Fiduciary Alliance's portfolio in Q3 2026, its #304 holding.
  • Fiduciary Alliance first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • Fiduciary Alliance's iShares Bitcoin Trust position peaked at $22.2M in Q3 2025.
  • 390 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.