MBA Advisors
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MBA Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

MBA Advisors’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 Buy
7,307
+47
+0.6% +$1.9K 0.11% 119
2026
Q2 		$242K Buy
7,260
+762
+12% +$31K 0.08% 142
2026
Q1 		$250K Buy
6,498
+1,055
+19% +$45.7K 0.1% 130
2025
Q4 		$270K Buy
5,443
+1,419
+35% +$80.6K 0.11% 120
2025
Q3 		$262K Buy
4,024
+259
+7% +$16.8K 0.11% 119
2025
Q2 		$230K Buy
+3,765
New +$211K 0.11% 124

Other funds holding IBIT

Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Avenir Tech
Avenir Tech Hong Kong $646M AUM 20.82% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SCHF (GPE)
SCHF (GPE) Wilson, Wyoming $2.32B AUM 18.45% 1-Year Est. Return

MBA Advisors's IBIT Position: Q3 2026 in Review

MBA Advisors increased its iShares Bitcoin Trust (IBIT) stake by 0.65% in Q3 2026, buying an estimated $1.9K and bringing the position to 7,307 shares worth $346K. The position accounts for 0.11% of the portfolio, ranked #119.

MBA Advisors first reported a position in IBIT in Q2 2025 and has held it in 6 quarters since. 1,442 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • MBA Advisors held 7,307 shares of iShares Bitcoin Trust worth $346K as of Q3 2026.
  • MBA Advisors bought 47 iShares Bitcoin Trust shares in Q3 2026, an estimated $1.9K.
  • iShares Bitcoin Trust made up 0.11% of MBA Advisors's portfolio in Q3 2026, its #119 holding.
  • MBA Advisors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 6 quarters since.
  • 1,442 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.