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Fiduciary Planning’s iShares Bitcoin Trust IBIT Stock Holding History

Fiduciary Planning’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 		$464K Hold
9,794
– – 0.12% 51
2026
Q2 		$326K Hold
9,794
– – 0.09% 59
2026
Q1 		$376K Sell
9,794
-10,591
-52% -$459K 0.11% 56
2025
Q4 		$1.01M Sell
20,385
-541
-3% -$30.7K 0.31% 34
2025
Q3 		$1.36M Buy
20,926
+304
+1% +$19.8K 0.42% 33
2025
Q2 		$1.26M Buy
20,622
+1,706
+9% +$95.6K 0.42% 33
2025
Q1 		$885K Buy
18,916
+3,960
+26% +$210K 0.29% 38
2024
Q4 		$793K Buy
+14,956
New +$706K 0.26% 42

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SGCA
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
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return

Fiduciary Planning's IBIT Position: Q3 2026 in Review

Fiduciary Planning held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 9,794 shares worth $464K. The position accounts for 0.12% of the portfolio, ranked #51.

Fiduciary Planning first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q3 2025. 187 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Fiduciary Planning held 9,794 shares of iShares Bitcoin Trust worth $464K as of Q3 2026.
  • Fiduciary Planning left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up 0.12% of Fiduciary Planning's portfolio in Q3 2026, its #51 holding.
  • Fiduciary Planning first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
  • Fiduciary Planning's iShares Bitcoin Trust position peaked at $1.36M in Q3 2025.
  • 187 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

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