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First Heartland Consultants’s iShares Bitcoin Trust IBIT Stock Holding History

First Heartland Consultants’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 		$547K Buy
11,557
+1,458
+14% +$58.8K 0.04% 322
2026
Q2 		$336K Buy
10,099
+606
+6% +$24.7K 0.02% 432
2026
Q1 		$365K Buy
9,493
+439
+5% +$19K 0.03% 355
2025
Q4 		$450K Buy
9,054
+1,047
+13% +$59.5K 0.03% 313
2025
Q3 		$520K Buy
8,007
+538
+7% +$35K 0.04% 275
2025
Q2 		$457K Buy
7,469
+1,700
+29% +$95.3K 0.04% 287
2025
Q1 		$270K Buy
5,769
+685
+13% +$36.3K 0.03% 364
2024
Q4 		$270K Buy
+5,084
New +$240K 0.03% 367

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
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
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
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 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

First Heartland Consultants's IBIT Position: Q3 2026 in Review

First Heartland Consultants increased its iShares Bitcoin Trust (IBIT) stake by 14% in Q3 2026, buying an estimated $58.8K and bringing the position to 11,557 shares worth $547K. The position accounts for 0.04% of the portfolio, ranked #322.

First Heartland Consultants first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. 86 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • First Heartland Consultants held 11,557 shares of iShares Bitcoin Trust worth $547K as of Q3 2026.
  • First Heartland Consultants bought 1,458 iShares Bitcoin Trust shares in Q3 2026, an estimated $58.8K.
  • iShares Bitcoin Trust made up 0.04% of First Heartland Consultants's portfolio in Q3 2026, its #322 holding.
  • First Heartland Consultants first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.