Heritage Wealth Advisors
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Heritage Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Heritage Wealth Advisors’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 		– Sell
-803
Closed -$26.7K – 393
2026
Q2 		$26.7K Buy
803
+408
+103% +$16.6K ﹤0.01% 405
2026
Q1 		$15.2K Sell
395
-400
-50% -$17.3K ﹤0.01% 479
2025
Q4 		$39.5K Buy
795
+400
+101% +$22.7K ﹤0.01% 337
2025
Q3 		$25.7K Hold
395
– – ﹤0.01% 356
2025
Q2 		$24.2K Hold
395
– – ﹤0.01% 355
2025
Q1 		$18.5K Buy
+395
New +$20.9K ﹤0.01% 374

Other funds holding IBIT

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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Heritage Wealth Advisors's IBIT Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of iShares Bitcoin Trust (IBIT) in Q3 2026, closing a stake of 803 shares — an estimated $26.7K sold.

Heritage Wealth Advisors first reported a position in IBIT in Q1 2025 and held it in 6 quarters. The position peaked at $39.5K in Q4 2025. 1,121 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Heritage Wealth Advisors reported no remaining iShares Bitcoin Trust position as of Q3 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 803 iShares Bitcoin Trust shares in Q3 2026, an estimated $26.7K.
  • Heritage Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2025 and held it in 6 quarters.
  • Heritage Wealth Advisors's iShares Bitcoin Trust position peaked at $39.5K in Q4 2025.
  • 1,121 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.