MN Wealth Advisors
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MN Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

MN Wealth 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 		$214K Sell
4,531
-1,527
-25% -$61.6K 0.09% 134
2026
Q2 		$202K Sell
6,058
-913
-13% -$37.1K 0.09% 128
2026
Q1 		$268K Buy
6,971
+100
+1% +$4.33K 0.13% 102
2025
Q4 		$341K Buy
6,871
+605
+10% +$34.4K 0.17% 83
2025
Q3 		$407K Buy
6,266
+2,418
+63% +$157K 0.22% 77
2025
Q2 		$236K Buy
+3,848
New +$216K 0.14% 101

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
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 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

MN Wealth Advisors's IBIT Position: Q3 2026 in Review

MN Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 25% in Q3 2026, selling an estimated $61.6K and leaving 4,531 shares worth $214K. The position accounts for 0.09% of the portfolio, ranked #134.

MN Wealth Advisors first reported a position in IBIT in Q2 2025 and has held it in 6 quarters since. The position peaked at $407K in Q3 2025. 552 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • MN Wealth Advisors held 4,531 shares of iShares Bitcoin Trust worth $214K as of Q3 2026.
  • MN Wealth Advisors sold 1,527 iShares Bitcoin Trust shares in Q3 2026, an estimated $61.6K.
  • iShares Bitcoin Trust made up 0.09% of MN Wealth Advisors's portfolio in Q3 2026, its #134 holding.
  • MN Wealth Advisors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 6 quarters since.
  • MN Wealth Advisors's iShares Bitcoin Trust position peaked at $407K in Q3 2025.
  • 552 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.