Kestra Advisory Services
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Kestra Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

Kestra Advisory Services’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 		$16.4M Buy
346,943
+45,658
+15% +$1.84M 0.05% 399
2026
Q2 		$10M Sell
301,285
-6,372
-2% -$259K 0.03% 514
2026
Q1 		$11.8M Buy
307,657
+37,092
+14% +$1.61M 0.04% 410
2025
Q4 		$13.4M Buy
270,565
+55,430
+26% +$3.15M 0.06% 337
2025
Q3 		$14M Buy
215,135
+2,020
+0.9% +$131K 0.06% 305
2025
Q2 		$13M Buy
213,115
+43,606
+26% +$2.44M 0.06% 306
2025
Q1 		$7.93M Buy
169,509
+7,383
+5% +$391K 0.04% 416
2024
Q4 		$8.6M Buy
162,126
+17,170
+12% +$811K 0.05% 394
2024
Q3 		$5.24M Buy
144,956
+11,401
+9% +$396K 0.03% 572
2024
Q2 		$4.56M Buy
133,555
+43,382
+48% +$1.62M 0.03% 620
2024
Q1 		$3.65M Buy
+90,173
New +$2.81M 0.02% 630

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

Kestra Advisory Services's IBIT Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares Bitcoin Trust (IBIT) stake by 15% in Q3 2026, buying an estimated $1.84M and bringing the position to 346,943 shares worth $16.4M. The position accounts for 0.05% of the portfolio, ranked #399.

Kestra Advisory Services first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. 986 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Kestra Advisory Services held 346,943 shares of iShares Bitcoin Trust worth $16.4M as of Q3 2026.
  • Kestra Advisory Services bought 45,658 iShares Bitcoin Trust shares in Q3 2026, an estimated $1.84M.
  • iShares Bitcoin Trust made up 0.05% of Kestra Advisory Services's portfolio in Q3 2026, its #399 holding.
  • Kestra Advisory Services first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • 986 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.