MBE Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

MBE Wealth Management’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	$392K	Buy	+8,273	New	+$334K	0.14%	106
2026 Q2	–	Sell	-5,823	Closed	-$224K	–	172
2026 Q1	$224K	Sell	5,823 -759	-12%	-$32.9K	0.09%	131
2025 Q4	$327K	Sell	6,582 -1,946	-23%	-$111K	0.14%	98
2025 Q3	$554K	Buy	8,528 +3,034	+55%	+$197K	0.24%	57
2025 Q2	$336K	Hold	5,494	–	–	0.15%	84
2025 Q1	$257K	Buy	+5,494	New	+$291K	0.12%	102

Other funds holding IBIT

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MBE Wealth Management's IBIT Position: Q3 2026 in Review

MBE Wealth Management opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 8,273 shares worth $392K. The stake represents 0.14% of the portfolio and ranks #106 among its holdings. This is a return to the name: MBE Wealth Management previously reported a position in IBIT as recently as Q1 2026.

MBE Wealth Management first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $554K in Q3 2025. 717 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

MBE Wealth Management held 8,273 shares of iShares Bitcoin Trust worth $392K as of Q3 2026.
iShares Bitcoin Trust was a new MBE Wealth Management position in Q3 2026.
iShares Bitcoin Trust made up 0.14% of MBE Wealth Management's portfolio in Q3 2026, its #106 holding.
MBE Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
MBE Wealth Management's iShares Bitcoin Trust position peaked at $554K in Q3 2025.
717 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.