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Financial Enhancement Group’s iShares Bitcoin Trust IBIT Stock Holding History

Financial Enhancement Group’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 		$5.38M Buy
114,027
+2,782
+3% +$112K 0.62% 49
2026
Q2 		$3.7M Buy
111,245
+3,858
+4% +$157K 0.44% 57
2026
Q1 		$4.72M Buy
107,387
+28,415
+36% +$1.23M 0.58% 50
2025
Q4 		$4.04M Buy
78,972
+2,422
+3% +$138K 0.53% 53
2025
Q3 		$5.36M Sell
76,550
-819
-1% -$53.3K 0.72% 45
2025
Q2 		$5.2M Buy
77,369
+6,685
+9% +$375K 0.74% 42
2025
Q1 		$3.68M Buy
70,684
+2,198
+3% +$116K 0.57% 48
2024
Q4 		$3.64M Buy
+68,486
New +$3.23M 0.56% 48
2024
Q3 		– Sell
-78,830
Closed -$2.84M – 126
2024
Q2 		$2.84M Buy
78,830
+1,673
+2% +$62.5K 0.46% 54
2024
Q1 		$2.94M Buy
+77,157
New +$2.41M 0.48% 56

Other funds holding IBIT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $178M AUM 20.42% 1-Year Est. Return

Financial Enhancement Group's IBIT Position: Q3 2026 in Review

Financial Enhancement Group increased its iShares Bitcoin Trust (IBIT) stake by 2.5% in Q3 2026, buying an estimated $112K and bringing the position to 114,027 shares worth $5.38M. The position accounts for 0.62% of the portfolio, ranked #49.

Financial Enhancement Group first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. 72 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Financial Enhancement Group held 114,027 shares of iShares Bitcoin Trust worth $5.38M as of Q3 2026.
  • Financial Enhancement Group bought 2,782 iShares Bitcoin Trust shares in Q3 2026, an estimated $112K.
  • iShares Bitcoin Trust made up 0.62% of Financial Enhancement Group's portfolio in Q3 2026, its #49 holding.
  • Financial Enhancement Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • 72 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.