Harfst & Associates
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Harfst & Associates’s iShares Bitcoin Trust IBIT Stock Holding History

Harfst & Associates’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 		$789K Sell
16,659
-1,480
-8% -$59.7K 0.12% 80
2026
Q2 		$604K Buy
18,139
+1,480
+9% +$60.2K 0.09% 86
2026
Q1 		$640K Buy
16,659
+510
+3% +$22.1K 0.11% 87
2025
Q4 		$802K Buy
16,149
+807
+5% +$45.8K 0.14% 83
2025
Q3 		$997K Buy
+15,342
New +$998K 0.18% 80

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Proathlete Wealth Management
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

Harfst & Associates's IBIT Position: Q3 2026 in Review

Harfst & Associates reduced its iShares Bitcoin Trust (IBIT) stake by 8.2% in Q3 2026, selling an estimated $59.7K and leaving 16,659 shares worth $789K. The position accounts for 0.12% of the portfolio, ranked #80.

Harfst & Associates first reported a position in IBIT in Q3 2025 and has held it in 5 quarters since. The position peaked at $997K in Q3 2025. 507 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Harfst & Associates held 16,659 shares of iShares Bitcoin Trust worth $789K as of Q3 2026.
  • Harfst & Associates sold 1,480 iShares Bitcoin Trust shares in Q3 2026, an estimated $59.7K.
  • iShares Bitcoin Trust made up 0.12% of Harfst & Associates's portfolio in Q3 2026, its #80 holding.
  • Harfst & Associates first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 5 quarters since.
  • Harfst & Associates's iShares Bitcoin Trust position peaked at $997K in Q3 2025.
  • 507 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Harfst & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.