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

Mission 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	$5.94M	Sell	125,491 -9,632	-7%	-$388K	0.09%	133
2026 Q2	$4.5M	Buy	135,123 +35,961	+36%	+$1.46M	0.06%	184
2026 Q1	$3.81M	Sell	99,162 -3,772	-4%	-$163K	0.08%	137
2025 Q4	$5.11M	Buy	102,934 +28,202	+38%	+$1.6M	0.1%	111
2025 Q3	$4.86M	Buy	74,732 +11,039	+17%	+$718K	0.1%	120
2025 Q2	$3.9M	Buy	63,693 +8,716	+16%	+$488K	0.08%	137
2025 Q1	$2.57M	Buy	54,977 +49,172	+847%	+$2.6M	0.06%	165
2024 Q4	$308K	Buy	+5,805	New	+$274K	0.01%	544

Other funds holding IBIT

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Laurore Hong Kong $154M AUM 27.17% 1-Year Est. Return

Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return

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

Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return

Pinpoint Asset Management (Singapore) Singapore $493M AUM 43.51% 1-Year Est. Return

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

Mission Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 7.1% in Q3 2026, selling an estimated $388K and leaving 125,491 shares worth $5.94M. The position accounts for 0.09% of the portfolio, ranked #133.

Mission Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. 1,274 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Mission Wealth Management held 125,491 shares of iShares Bitcoin Trust worth $5.94M as of Q3 2026.
Mission Wealth Management sold 9,632 iShares Bitcoin Trust shares in Q3 2026, an estimated $388K.
iShares Bitcoin Trust made up 0.09% of Mission Wealth Management's portfolio in Q3 2026, its #133 holding.
Mission Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
1,274 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.