High Point Wealth Management
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High Point Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

High Point Wealth Management’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 		$18.7K Hold
395
– – 0.01% 203
2026
Q2 		$13.2K Buy
+395
New +$16.1K 0.01% 207
2026
Q1 		– Sell
-17
Closed -$852 – 259
2025
Q4 		$852 Buy
+17
New +$966 ﹤0.01% 243

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
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
Garda Capital Partners
Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return
Acorn Financial Advisory Services
Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

High Point Wealth Management's IBIT Position: Q3 2026 in Review

High Point Wealth Management held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 395 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #203.

High Point Wealth Management first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. 986 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • High Point Wealth Management held 395 shares of iShares Bitcoin Trust worth $18.7K as of Q3 2026.
  • High Point Wealth Management left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up 0.01% of High Point Wealth Management's portfolio in Q3 2026, its #203 holding.
  • High Point Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • 986 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.