M Wealth Management LLC
IBIT icon

M Wealth Management LLC’s iShares Bitcoin Trust IBIT Stock Holding History

M Wealth Management LLC’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 		$461K Sell
9,746
-3,127
-24% -$126K 0.36% 41
2026
Q2 		$429K Buy
12,873
+500
+4% +$20.3K 0.34% 41
2026
Q1 		$475K Buy
+12,373
New +$536K 0.4% 33

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 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
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

M Wealth Management LLC's IBIT Position: Q3 2026 in Review

M Wealth Management LLC reduced its iShares Bitcoin Trust (IBIT) stake by 24% in Q3 2026, selling an estimated $126K and leaving 9,746 shares worth $461K. The position accounts for 0.36% of the portfolio, ranked #41.

M Wealth Management LLC first reported a position in IBIT in Q1 2026 and has held it in 3 quarters since. The position peaked at $475K in Q1 2026. 456 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • M Wealth Management LLC held 9,746 shares of iShares Bitcoin Trust worth $461K as of Q3 2026.
  • M Wealth Management LLC sold 3,127 iShares Bitcoin Trust shares in Q3 2026, an estimated $126K.
  • iShares Bitcoin Trust made up 0.36% of M Wealth Management LLC's portfolio in Q3 2026, its #41 holding.
  • M Wealth Management LLC first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 3 quarters since.
  • M Wealth Management LLC's iShares Bitcoin Trust position peaked at $475K in Q1 2026.
  • 456 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.