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Matthew Hamilton Rosenberg’s iShares Bitcoin Trust IBIT Stock Holding History

Matthew Hamilton Rosenberg’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 		$206K Buy
4,346
+4,174
+2,427% +$168K 0.04% 225
2026
Q2 		$5.73K Sell
172
-2,435
-93% -$99.1K ﹤0.01% 682
2026
Q1 		$100K Sell
2,607
-1,739
-40% -$75.3K 0.02% 327
2025
Q4 		$216K Buy
4,346
+155
+4% +$8.8K 0.04% 195
2025
Q3 		$272K Hold
4,191
– – 0.06% 165
2025
Q2 		$257K Hold
4,191
– – 0.06% 170
2025
Q1 		$196K Hold
4,191
– – 0.05% 191
2024
Q4 		$222K Buy
4,191
+1,841
+78% +$86.9K 0.06% 166
2024
Q3 		$84.9K Buy
2,350
+761
+48% +$26.4K 0.02% 346
2024
Q2 		$57.2K Buy
+1,589
New +$59.4K 0.02% 399

Other funds holding IBIT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
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
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Matthew Hamilton Rosenberg's IBIT Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its iShares Bitcoin Trust (IBIT) stake by 2,427% in Q3 2026, buying an estimated $168K and bringing the position to 4,346 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #225.

Matthew Hamilton Rosenberg first reported a position in IBIT in Q2 2024 and has held it in 10 quarters since. The position peaked at $272K in Q3 2025. 86 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Matthew Hamilton Rosenberg held 4,346 shares of iShares Bitcoin Trust worth $206K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 4,174 iShares Bitcoin Trust shares in Q3 2026, an estimated $168K.
  • iShares Bitcoin Trust made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #225 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 10 quarters since.
  • Matthew Hamilton Rosenberg's iShares Bitcoin Trust position peaked at $272K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.