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KMG Fiduciary Partners’s iShares Bitcoin Trust IBIT Stock Holding History

KMG Fiduciary Partners’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 		$2.74M Buy
57,911
+10,283
+22% +$415K 0.27% 73
2026
Q2 		$1.59M Buy
+47,628
New +$1.94M 0.15% 102

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Farther Finance Advisors
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
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return

KMG Fiduciary Partners's IBIT Position: Q3 2026 in Review

KMG Fiduciary Partners increased its iShares Bitcoin Trust (IBIT) stake by 22% in Q3 2026, buying an estimated $415K and bringing the position to 57,911 shares worth $2.74M. The position accounts for 0.27% of the portfolio, ranked #73.

KMG Fiduciary Partners first reported a position in IBIT in Q2 2026 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • KMG Fiduciary Partners held 57,911 shares of iShares Bitcoin Trust worth $2.74M as of Q3 2026.
  • KMG Fiduciary Partners bought 10,283 iShares Bitcoin Trust shares in Q3 2026, an estimated $415K.
  • iShares Bitcoin Trust made up 0.27% of KMG Fiduciary Partners's portfolio in Q3 2026, its #73 holding.
  • KMG Fiduciary Partners first reported a position in iShares Bitcoin Trust in Q2 2026 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on KMG Fiduciary Partners's 13F filing for Q3 2026, filed 14 Oct 2026.