KWB Wealth
IBIT icon

KWB Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

KWB Wealth’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 		$346K Hold
7,309
– – 0.03% 139
2026
Q2 		$243K Sell
7,309
-615
-8% -$25K 0.02% 157
2026
Q1 		$393K Sell
7,924
-345
-4% -$14.9K 0.04% 110
2025
Q4 		$411K Buy
8,269
+4,558
+123% +$259K 0.04% 117
2025
Q3 		$227K Buy
+3,711
New +$241K 0.03% 139

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Steel Grove Capital Advisors
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
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Proathlete Wealth Management
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return
SJBenen ADVISORY
SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

KWB Wealth's IBIT Position: Q3 2026 in Review

KWB Wealth held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 7,309 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #139.

KWB Wealth first reported a position in IBIT in Q3 2025 and has held it in 5 quarters since. The position peaked at $411K in Q4 2025. 379 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • KWB Wealth held 7,309 shares of iShares Bitcoin Trust worth $346K as of Q3 2026.
  • KWB Wealth left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up 0.03% of KWB Wealth's portfolio in Q3 2026, its #139 holding.
  • KWB Wealth first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 5 quarters since.
  • KWB Wealth's iShares Bitcoin Trust position peaked at $411K in Q4 2025.
  • 379 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.