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Marshall Financial Group (Pennsylvania)’s iShares Bitcoin Trust IBIT Stock Holding History

Marshall Financial Group (Pennsylvania)’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
2025
Q3 		$242K Hold
3,730
– – 0.07% 48
2025
Q2 		$228K Buy
+3,730
New +$209K 0.07% 48

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Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s IBIT Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) held its iShares Bitcoin Trust (IBIT) position steady in Q3 2025 at 3,730 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #48.

Marshall Financial Group (Pennsylvania) first reported a position in IBIT in Q2 2025 and has held it in 2 quarters since. 1,623 funds tracked by Wall St. Rank hold IBIT as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 3,730 shares of iShares Bitcoin Trust worth $242K as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) left its iShares Bitcoin Trust share count unchanged in Q3 2025.
  • iShares Bitcoin Trust made up 0.07% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #48 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 2 quarters since.
  • 1,623 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.