Meriwether Wealth & Planning’s iShares Bitcoin Trust IBIT Stock Holding History

Meriwether Wealth & Planning’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	$194K	Buy	+4,088	New	+$165K	0.09%	118

Other funds holding IBIT

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 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

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

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

Meriwether Wealth & Planning's IBIT Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 4,088 shares worth $194K. The stake represents 0.09% of the portfolio and ranks #118 among its holdings.

507 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Meriwether Wealth & Planning held 4,088 shares of iShares Bitcoin Trust worth $194K as of Q3 2026.
iShares Bitcoin Trust was a new Meriwether Wealth & Planning position in Q3 2026.
iShares Bitcoin Trust made up 0.09% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #118 holding.
507 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.