Integrated Advisors Network
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Integrated Advisors Network’s iShares Bitcoin Trust IBIT Stock Holding History

Integrated Advisors Network’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 		$687K Sell
14,507
-9,051
-38% -$365K 0.03% 400
2026
Q2 		$784K Buy
23,558
+491
+2% +$20K 0.04% 382
2026
Q1 		$886K Sell
23,067
-17,883
-44% -$774K 0.05% 338
2025
Q4 		$2.03M Sell
40,950
-18,403
-31% -$1.05M 0.09% 224
2025
Q3 		$3.86M Buy
59,353
+19,623
+49% +$1.28M 0.16% 154
2025
Q2 		$2.43M Buy
39,730
+969
+2% +$54.3K 0.11% 213
2025
Q1 		$1.81M Sell
38,761
-7,060
-15% -$374K 0.09% 219
2024
Q4 		$2.43M Buy
45,821
+18,410
+67% +$869K 0.12% 185
2024
Q3 		$990K Buy
27,411
+4,603
+20% +$160K 0.05% 319
2024
Q2 		$779K Sell
22,808
-54,190
-70% -$2.02M 0.04% 340
2024
Q1 		$3.12M Buy
+76,998
New +$2.4M 0.16% 171

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

Integrated Advisors Network's IBIT Position: Q3 2026 in Review

Integrated Advisors Network reduced its iShares Bitcoin Trust (IBIT) stake by 38% in Q3 2026, selling an estimated $365K and leaving 14,507 shares worth $687K. The position accounts for 0.03% of the portfolio, ranked #400.

Integrated Advisors Network first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.86M in Q3 2025. 1,121 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Integrated Advisors Network held 14,507 shares of iShares Bitcoin Trust worth $687K as of Q3 2026.
  • Integrated Advisors Network sold 9,051 iShares Bitcoin Trust shares in Q3 2026, an estimated $365K.
  • iShares Bitcoin Trust made up 0.03% of Integrated Advisors Network's portfolio in Q3 2026, its #400 holding.
  • Integrated Advisors Network first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • Integrated Advisors Network's iShares Bitcoin Trust position peaked at $3.86M in Q3 2025.
  • 1,121 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.