Finer Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Finer Wealth Management’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	$4.19M	Buy	88,444 +5,681	+7%	+$229K	1.66%	15
2026 Q2	$2.76M	Buy	82,763 +11,389	+16%	+$463K	1.23%	22
2026 Q1	$2.74M	Buy	71,374 +14,948	+26%	+$647K	1.38%	21
2025 Q4	$2.8M	Buy	56,426 +11,802	+26%	+$670K	1.36%	22
2025 Q3	$2.9M	Buy	44,624 +4,956	+12%	+$322K	1.45%	22
2025 Q2	$2.43M	Buy	39,668 +22,872	+136%	+$1.28M	1.3%	24
2025 Q1	$786K	Buy	16,796 +12,043	+253%	+$638K	0.47%	43
2024 Q4	$252K	Buy	+4,753	New	+$224K	0.14%	76

Other funds holding IBIT

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

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

Finer Wealth Management's IBIT Position: Q3 2026 in Review

Finer Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 6.9% in Q3 2026, buying an estimated $229K and bringing the position to 88,444 shares worth $4.19M. The position accounts for 1.66% of the portfolio, ranked #15.

Finer Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. 717 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Finer Wealth Management held 88,444 shares of iShares Bitcoin Trust worth $4.19M as of Q3 2026.
Finer Wealth Management bought 5,681 iShares Bitcoin Trust shares in Q3 2026, an estimated $229K.
iShares Bitcoin Trust made up 1.66% of Finer Wealth Management's portfolio in Q3 2026, its #15 holding.
Finer Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
717 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Finer Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.