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Investment Partners Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Investment Partners Asset 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 		$397K Buy
8,383
+59
+0.7% +$2.38K 0.21% 120
2026
Q2 		$277K Sell
8,324
-334
-4% -$13.6K 0.15% 143
2026
Q1 		$333K Sell
8,658
-200
-2% -$8.66K 0.21% 124
2025
Q4 		$440K Buy
8,858
+590
+7% +$33.5K 0.27% 98
2025
Q3 		$537K Hold
8,268
– – 0.35% 86
2025
Q2 		$506K Buy
8,268
+1,385
+20% +$77.6K 0.35% 87
2025
Q1 		$322K Hold
6,883
– – 0.25% 112
2024
Q4 		$365K Buy
6,883
+690
+11% +$32.6K 0.29% 105
2024
Q3 		$224K Hold
6,193
– – 0.18% 127
2024
Q2 		$211K Buy
6,193
+36
+0.6% +$1.34K 0.19% 122
2024
Q1 		$249K Buy
+6,157
New +$192K 0.23% 116

Other funds holding IBIT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Investment Partners Asset Management's IBIT Position: Q3 2026 in Review

Investment Partners Asset Management increased its iShares Bitcoin Trust (IBIT) stake by 0.71% in Q3 2026, buying an estimated $2.38K and bringing the position to 8,383 shares worth $397K. The position accounts for 0.21% of the portfolio, ranked #120.

Investment Partners Asset Management first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $537K in Q3 2025. 86 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Investment Partners Asset Management held 8,383 shares of iShares Bitcoin Trust worth $397K as of Q3 2026.
  • Investment Partners Asset Management bought 59 iShares Bitcoin Trust shares in Q3 2026, an estimated $2.38K.
  • iShares Bitcoin Trust made up 0.21% of Investment Partners Asset Management's portfolio in Q3 2026, its #120 holding.
  • Investment Partners Asset Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • Investment Partners Asset Management's iShares Bitcoin Trust position peaked at $537K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.