IRON Financial’s iShares Bitcoin Trust IBIT Stock Holding History

IRON Financial’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	$603K	Sell	12,748 -718	-5%	-$29K	0.25%	67
2026 Q2	$448K	Sell	13,466 -95	-0.7%	-$3.86K	0.19%	76
2026 Q1	$521K	Sell	13,561 -1,001	-7%	-$43.3K	0.23%	74
2025 Q4	$723K	Buy	14,562 +327	+2%	+$18.6K	0.33%	58
2025 Q3	$925K	Buy	14,235 +512	+4%	+$33.3K	0.44%	38
2025 Q2	$840K	Buy	13,723 +2,876	+27%	+$161K	0.44%	42
2025 Q1	$508K	Buy	10,847 +105	+1%	+$5.56K	0.28%	57
2024 Q4	$570K	Buy	+10,742	New	+$507K	0.32%	52

Other funds holding IBIT

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

IRON Financial's IBIT Position: Q3 2026 in Review

IRON Financial reduced its iShares Bitcoin Trust (IBIT) stake by 5.3% in Q3 2026, selling an estimated $29K and leaving 12,748 shares worth $603K. The position accounts for 0.25% of the portfolio, ranked #67.

IRON Financial first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. The position peaked at $925K in Q3 2025. 1,108 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

IRON Financial held 12,748 shares of iShares Bitcoin Trust worth $603K as of Q3 2026.
IRON Financial sold 718 iShares Bitcoin Trust shares in Q3 2026, an estimated $29K.
iShares Bitcoin Trust made up 0.25% of IRON Financial's portfolio in Q3 2026, its #67 holding.
IRON Financial first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
IRON Financial's iShares Bitcoin Trust position peaked at $925K in Q3 2025.
1,108 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.