MFG Wealth Management
IBIT icon

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

MFG 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 		$1.45M Sell
30,576
-1,657
-5% -$66.8K 1.05% 50
2026
Q2 		$1.07M Buy
32,233
+8,776
+37% +$357K 0.77% 62
2026
Q1 		$901K Buy
23,457
+3,369
+17% +$146K 0.75% 60
2025
Q4 		$997K Buy
20,088
+400
+2% +$22.7K 0.78% 54
2025
Q3 		$1.28M Buy
19,688
+2,662
+16% +$173K 0.97% 56
2025
Q2 		$1.04M Buy
+17,026
New +$954K 0.88% 46

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Proathlete Wealth Management
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return
SJBenen ADVISORY
SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return

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

MFG Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 5.1% in Q3 2026, selling an estimated $66.8K and leaving 30,576 shares worth $1.45M. The position accounts for 1.05% of the portfolio, ranked #50.

MFG Wealth Management first reported a position in IBIT in Q2 2025 and has held it in 6 quarters since. 389 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • MFG Wealth Management held 30,576 shares of iShares Bitcoin Trust worth $1.45M as of Q3 2026.
  • MFG Wealth Management sold 1,657 iShares Bitcoin Trust shares in Q3 2026, an estimated $66.8K.
  • iShares Bitcoin Trust made up 1.05% of MFG Wealth Management's portfolio in Q3 2026, its #50 holding.
  • MFG Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 6 quarters since.
  • 389 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on MFG Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.