Focused Alpha LLC’s iShares Bitcoin Trust IBIT Stock Holding History

Focused Alpha LLC’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	$300K	Buy	+6,347	New	+$256K	0.07%	222

Other funds holding IBIT

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Focused Alpha LLC's IBIT Position: Q3 2026 in Review

Focused Alpha LLC opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 6,347 shares worth $300K. The stake represents 0.07% of the portfolio and ranks #222 among its holdings.

372 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Focused Alpha LLC held 6,347 shares of iShares Bitcoin Trust worth $300K as of Q3 2026.
iShares Bitcoin Trust was a new Focused Alpha LLC position in Q3 2026.
iShares Bitcoin Trust made up 0.07% of Focused Alpha LLC's portfolio in Q3 2026, its #222 holding.
372 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Focused Alpha LLC's 13F filing for Q3 2026, filed 20 Oct 2026.