Harbor Asset Planning
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Harbor Asset Planning’s iShares Bitcoin Trust IBIT Stock Holding History

Harbor Asset 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 		$37.3K Hold
788
– – 0.03% 252
2026
Q2 		$26.2K Hold
788
– – 0.02% 288
2026
Q1 		$30.3K Hold
788
– – 0.03% 258
2025
Q4 		$39.1K Hold
788
– – 0.03% 218
2025
Q3 		$51.2K Hold
788
– – 0.05% 183
2025
Q2 		$48.2K Buy
+788
New +$44.2K 0.05% 183

Other funds holding IBIT

Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
L
Laurore Hong Kong $154M AUM 27.17% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return
Pinpoint Asset Management (Singapore)
Pinpoint Asset Management (Singapore) Singapore $493M AUM 43.51% 1-Year Est. Return

Harbor Asset Planning's IBIT Position: Q3 2026 in Review

Harbor Asset Planning held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 788 shares worth $37.3K. The position accounts for 0.03% of the portfolio, ranked #252.

Harbor Asset Planning first reported a position in IBIT in Q2 2025 and has held it in 6 quarters since. The position peaked at $51.2K in Q3 2025. 1,274 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Harbor Asset Planning held 788 shares of iShares Bitcoin Trust worth $37.3K as of Q3 2026.
  • Harbor Asset Planning left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up 0.03% of Harbor Asset Planning's portfolio in Q3 2026, its #252 holding.
  • Harbor Asset Planning first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's iShares Bitcoin Trust position peaked at $51.2K in Q3 2025.
  • 1,274 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.